Forum Financial Management’s Valley National Bancorp VLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $193K | Buy |
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|
2025
Q1 | $170K | Buy |
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|
2024
Q4 | $161K | Buy |
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|
2024
Q3 | $156K | Buy |
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|
2024
Q2 | $120K | Buy |
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|
2024
Q1 | $137K | Hold |
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|
2023
Q4 | $186K | Buy |
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|
2023
Q3 | $105K | Hold |
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|
2023
Q2 | $94.8K | Hold |
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|
2023
Q1 | $113K | Hold |
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|
2022
Q4 | $138K | Hold |
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|
2022
Q3 | $132K | Hold |
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|
2022
Q2 | $127K | Hold |
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|
2022
Q1 | $159K | Hold |
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|
2021
Q4 | $168K | Buy |
|