Hennion & Walsh Asset 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
Q4
Sell
-33,309
Closed -$353K 1000
2025
Q3
$353K Sell
33,309
-555
-2% -$5.54K 0.01% 795
2025
Q2
$302K Sell
33,864
-1,441
-4% -$12.5K 0.01% 810
2025
Q1
$314K Sell
35,305
-295
-0.8% -$2.79K 0.01% 755
2024
Q4
$323K Buy
35,600
+5,181
+17% +$50.3K 0.01% 739
2024
Q3
$276K Buy
30,419
+2,154
+8% +$17.5K 0.01% 759
2024
Q2
$197K Buy
28,265
+15,004
+113% +$110K 0.01% 809
2024
Q1
$106K Sell
13,261
-12,749
-49% -$114K 0.01% 830
2023
Q4
$282K Sell
26,010
-15,913
-38% -$143K 0.02% 698
2023
Q3
$359K Sell
41,923
-2,398
-5% -$21.8K 0.02% 612
2023
Q2
$343K Sell
44,321
-782
-2% -$6.22K 0.02% 613
2023
Q1
$417K Sell
45,103
-869
-2% -$9.61K 0.03% 550
2022
Q4
$520K Sell
45,972
-732
-2% -$8.62K 0.03% 493
2022
Q3
$504K Sell
46,704
-107
-0.2% -$1.23K 0.03% 479
2022
Q2
$487K Buy
46,811
+12,668
+37% +$150K 0.03% 486
2022
Q1
$445K Buy
+34,143
New +$476K 0.02% 538
2021
Q4
Sell
-35,567
Closed -$473K 789
2021
Q3
$473K Sell
35,567
-12,373
-26% -$160K 0.02% 523
2021
Q2
$644K Sell
47,940
-1,946
-4% -$27.2K 0.03% 468
2021
Q1
$685K Buy
+49,886
New +$601K 0.04% 437

Other funds holding VLY