Geneos Wealth Management’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 | $6.79K | Sell |
760
-1,131
| -60% | -$10.1K | ﹤0.01% | 2473 |
|
|
2025
Q1 | $16.8K | Buy |
1,891
+1,612
| +578% | +$14.3K | ﹤0.01% | 2405 |
|
|
2024
Q4 | $2.53K | Buy |
279
+22
| +9% | +$199 | ﹤0.01% | 2530 |
|
|
2024
Q3 | $2.33K | Buy |
+257
| New | +$2.33K | ﹤0.01% | 2264 |
|
|
2022
Q1 | – | Sell |
-4,000
| Closed | -$55K | – | 2997 |
|
|
2021
Q4 | $55K | Hold |
4,000
| – | – | ﹤0.01% | 1440 |
|
|
2021
Q3 | $54K | Hold |
4,000
| – | – | ﹤0.01% | 1458 |
|
|
2021
Q2 | $53K | Hold |
4,000
| – | – | ﹤0.01% | 1461 |
|
|
2021
Q1 | $55K | Hold |
4,000
| – | – | ﹤0.01% | 1581 |
|
|
2020
Q4 | $54K | Buy |
4,000
+1,280
| +47% | +$17.3K | ﹤0.01% | 1421 |
|
|
2020
Q3 | $18K | Hold |
2,720
| – | – | ﹤0.01% | 1711 |
|
|
2020
Q2 | $19K | Hold |
2,720
| – | – | ﹤0.01% | 1650 |
|
|
2020
Q1 | $19K | Hold |
2,720
| – | – | ﹤0.01% | 1540 |
|
|
2019
Q4 | $30K | Buy |
+2,720
| New | +$30K | ﹤0.01% | 1510 |
|