Freestone Capital Holdings’s Valley National Bancorp VLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-17,098
| Closed | -$119K | – | 487 |
|
|
2024
Q2 | $119K | Sell |
17,098
-1,787
| -9% | -$12.5K | ﹤0.01% | 440 |
|
|
2024
Q1 | $150K | Hold |
18,885
| – | – | 0.01% | 424 |
|
|
2023
Q4 | $205K | Sell |
18,885
-1,617
| -8% | -$17.6K | 0.01% | 369 |
|
|
2023
Q3 | $175K | Sell |
20,502
-12,011
| -37% | -$103K | 0.01% | 347 |
|
|
2023
Q2 | $252K | Hold |
32,513
| – | – | 0.01% | 322 |
|
|
2023
Q1 | $300K | Buy |
32,513
+1,989
| +7% | +$18.4K | 0.01% | 292 |
|
|
2022
Q4 | $345K | Sell |
30,524
-1,311
| -4% | -$14.8K | 0.02% | 277 |
|
|
2022
Q3 | $344K | Buy |
+31,835
| New | +$344K | 0.02% | 282 |
|
|
2014
Q1 | – | Sell |
-10,794
| Closed | -$109K | – | 285 |
|
|
2013
Q4 | $109K | Buy |
+10,794
| New | +$109K | 0.02% | 272 |
|