IFP Advisors’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 | $20.2K | Buy |
+2,259
| New | +$20.2K | ﹤0.01% | 2543 |
|
|
2025
Q1 | – | Sell |
-40
| Closed | -$361 | – | 4711 |
|
|
2024
Q4 | $361 | Sell |
40
-3,102
| -99% | -$28K | ﹤0.01% | 3506 |
|
|
2024
Q3 | $28.5K | Sell |
3,142
-146
| -4% | -$1.32K | ﹤0.01% | 1996 |
|
|
2024
Q2 | $22.9K | Sell |
3,288
-105
| -3% | -$733 | ﹤0.01% | 2017 |
|
|
2024
Q1 | $27K | Buy |
3,393
+226
| +7% | +$1.8K | ﹤0.01% | 1843 |
|
|
2023
Q4 | $34.4K | Buy |
3,167
+39
| +1% | +$424 | ﹤0.01% | 1695 |
|
|
2023
Q3 | $26.8K | Sell |
3,128
-1,254
| -29% | -$10.7K | ﹤0.01% | 1802 |
|
|
2023
Q2 | $34K | Buy |
4,382
+33
| +0.8% | +$256 | ﹤0.01% | 1778 |
|
|
2023
Q1 | $56.2K | Buy |
4,349
+28
| +0.6% | +$362 | ﹤0.01% | 1518 |
|
|
2022
Q4 | $55K | Buy |
4,321
+29
| +0.7% | +$369 | ﹤0.01% | 2172 |
|
|
2022
Q3 | $55K | Buy |
4,292
+29
| +0.7% | +$372 | ﹤0.01% | 2298 |
|
|
2022
Q2 | $54K | Hold |
4,263
| – | – | ﹤0.01% | 2116 |
|
|
2022
Q1 | $54K | Buy |
4,263
+2,821
| +196% | +$35.7K | ﹤0.01% | 2116 |
|
|
2021
Q4 | $20K | Hold |
1,442
| – | – | ﹤0.01% | 1922 |
|
|
2021
Q3 | $19K | Hold |
1,442
| – | – | ﹤0.01% | 1965 |
|
|
2021
Q2 | $19K | Hold |
1,442
| – | – | ﹤0.01% | 1957 |
|
|
2021
Q1 | $20K | Sell |
1,442
-2,679
| -65% | -$37.2K | ﹤0.01% | 1855 |
|
|
2020
Q4 | $40K | Sell |
4,121
-5,540
| -57% | -$53.8K | ﹤0.01% | 1526 |
|
|
2020
Q3 | $65K | Buy |
9,661
+8,719
| +926% | +$58.7K | ﹤0.01% | 1187 |
|
|
2020
Q2 | $7K | Sell |
942
-27
| -3% | -$201 | ﹤0.01% | 1953 |
|
|
2020
Q1 | $8K | Buy |
969
+73
| +8% | +$603 | ﹤0.01% | 1880 |
|
|
2019
Q4 | $10K | Buy |
896
+795
| +787% | +$8.87K | ﹤0.01% | 1932 |
|
|
2019
Q3 | $1K | Buy |
+101
| New | +$1K | ﹤0.01% | 2931 |
|
|
2019
Q1 | – | Sell |
-166
| Closed | -$1K | – | 3400 |
|
|
2018
Q4 | $1K | Buy |
+166
| New | +$1K | ﹤0.01% | 3347 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 4026 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 3813 |
|
|
2017
Q4 | – | Sell |
-301
| Closed | -$4K | – | 4055 |
|
|
2017
Q3 | $4K | Hold |
301
| – | – | ﹤0.01% | 3506 |
|
|
2017
Q2 | $4K | Hold |
301
| – | – | ﹤0.01% | 3509 |
|
|
2017
Q1 | $4K | Buy |
301
+200
| +198% | +$2.66K | ﹤0.01% | 3411 |
|
|
2016
Q4 | $1K | Buy |
+101
| New | +$1K | ﹤0.01% | 3825 |
|