Focus Partners Wealth’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 | $576K | Buy |
64,499
+3,631
| +6% | +$32.4K | ﹤0.01% | 1361 |
|
|
2025
Q1 | $541K | Buy |
60,868
+15,761
| +35% | +$140K | ﹤0.01% | 1301 |
|
|
2024
Q4 | $409K | Buy |
+45,107
| New | +$409K | ﹤0.01% | 1397 |
|
|
2024
Q3 | – | Sell |
-79,654
| Closed | -$579K | – | 1705 |
|
|
2024
Q2 | $579K | Buy |
79,654
+40,371
| +103% | +$293K | ﹤0.01% | 913 |
|
|
2024
Q1 | $287K | Buy |
+39,283
| New | +$287K | ﹤0.01% | 847 |
|