FinTrust Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,400
| Closed | -$111K | – | 1283 |
|
|
2022
Q3 | $111K | Sell |
9,400
-1,110
| -11% | -$13.1K | 0.03% | 352 |
|
|
2022
Q2 | $115K | Hold |
10,510
| – | – | 0.03% | 366 |
|
|
2022
Q1 | $137K | Hold |
10,510
| – | – | 0.03% | 353 |
|
|
2021
Q4 | $145K | Hold |
10,510
| – | – | 0.03% | 343 |
|
|
2021
Q3 | $140K | Hold |
10,510
| – | – | 0.04% | 332 |
|
|
2021
Q2 | $141K | Hold |
10,510
| – | – | 0.04% | 342 |
|
|
2021
Q1 | $144K | Sell |
10,510
-25,000
| -70% | -$343K | 0.04% | 330 |
|
|
2020
Q4 | $344K | Buy |
35,510
+25,000
| +238% | +$242K | 0.11% | 160 |
|
|
2020
Q3 | $72 | Hold |
10,510
| – | – | 0.01% | 421 |
|
|
2020
Q2 | $82K | Sell |
10,510
-1,600
| -13% | -$12.5K | 0.03% | 372 |
|
|
2020
Q1 | $89K | Buy |
12,110
+10,510
| +657% | +$77.2K | 0.04% | 303 |
|
|
2019
Q4 | $18K | Buy |
+1,600
| New | +$18K | 0.01% | 657 |
|