Farther Finance Advisors’s Valley National Bancorp VLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$27.9K Sell
3,126
-1,172
-27% -$10.5K ﹤0.01% 2460
2025
Q1
$38.2K Buy
4,298
+2,896
+207% +$25.7K ﹤0.01% 2031
2024
Q4
$12.7K Sell
1,402
-3,400
-71% -$30.8K ﹤0.01% 2286
2024
Q3
$43.5K Buy
4,802
+200
+4% +$1.81K ﹤0.01% 1725
2024
Q2
$31.7K Sell
4,602
-133
-3% -$916 ﹤0.01% 1596
2024
Q1
$37.3K Sell
4,735
-63
-1% -$496 ﹤0.01% 1284
2023
Q4
$52.1K Buy
4,798
+411
+9% +$4.46K ﹤0.01% 1020
2023
Q3
$37.6K Sell
4,387
-16,101
-79% -$138K 0.01% 876
2023
Q2
$159K Buy
20,488
+112
+0.5% +$868 0.03% 350
2023
Q1
$188K Buy
20,376
+20,333
+47,286% +$188K 0.06% 271
2022
Q4
$486 Buy
+43
New +$486 ﹤0.01% 1833