Global Retirement Partners’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 | $55.1K | Buy |
+6,168
| New | +$55.1K | ﹤0.01% | 1720 |
|
|
2024
Q4 | $55.8K | Sell |
6,163
-463
| -7% | -$4.2K | ﹤0.01% | 1572 |
|
|
2024
Q3 | $60K | Buy |
6,626
+2,213
| +50% | +$20.1K | ﹤0.01% | 1481 |
|
|
2024
Q2 | $30.8K | Buy |
4,413
+1,386
| +46% | +$9.67K | ﹤0.01% | 1779 |
|
|
2024
Q1 | $24.1K | Buy |
3,027
+102
| +3% | +$812 | ﹤0.01% | 1731 |
|
|
2023
Q4 | $29.4K | Buy |
2,925
+279
| +11% | +$2.8K | ﹤0.01% | 1569 |
|
|
2023
Q3 | $20.8K | Buy |
2,646
+2,610
| +7,250% | +$20.5K | ﹤0.01% | 1635 |
|
|
2023
Q2 | $279 | Hold |
36
| – | – | ﹤0.01% | 3060 |
|
|
2023
Q1 | $264 | Buy |
+36
| New | +$264 | ﹤0.01% | 3052 |
|
|
2021
Q1 | – | Sell |
-3,400
| Closed | -$33K | – | 1902 |
|
|
2020
Q4 | $33K | Hold |
3,400
| – | – | ﹤0.01% | 869 |
|
|
2020
Q3 | $23K | Hold |
3,400
| – | – | ﹤0.01% | 883 |
|
|
2020
Q2 | $27K | Buy |
+3,400
| New | +$27K | ﹤0.01% | 811 |
|
|
2018
Q4 | – | Sell |
-134
| Closed | -$2K | – | 1567 |
|
|
2018
Q3 | $2K | Hold |
134
| – | – | ﹤0.01% | 1423 |
|
|
2018
Q2 | $2K | Sell |
134
-830
| -86% | -$12.4K | ﹤0.01% | 1412 |
|
|
2018
Q1 | $12K | Hold |
964
| – | – | ﹤0.01% | 920 |
|
|
2017
Q4 | $11K | Hold |
964
| – | – | ﹤0.01% | 884 |
|
|
2017
Q3 | $12K | Buy |
964
+134
| +16% | +$1.67K | 0.01% | 780 |
|
|
2017
Q2 | $10K | Hold |
830
| – | – | ﹤0.01% | 798 |
|
|
2017
Q1 | $10K | Buy |
+830
| New | +$10K | 0.01% | 757 |
|