Institutional & Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,429
| Closed | -$123K | – | 798 |
|
|
2022
Q1 | $123K | Buy |
9,429
+75
| +0.8% | +$978 | 0.02% | 176 |
|
|
2021
Q4 | $129K | Buy |
9,354
+75
| +0.8% | +$1.03K | 0.02% | 185 |
|
|
2021
Q3 | $123K | Buy |
9,279
+76
| +0.8% | +$1.01K | 0.02% | 214 |
|
|
2021
Q2 | $124K | Buy |
9,203
+188
| +2% | +$2.53K | 0.02% | 215 |
|
|
2021
Q1 | $124K | Sell |
9,015
-14,336
| -61% | -$197K | 0.02% | 241 |
|
|
2020
Q4 | $228K | Sell |
23,351
-1,138
| -5% | -$11.1K | 0.05% | 173 |
|
|
2020
Q3 | $168K | Buy |
24,489
+347
| +1% | +$2.38K | 0.04% | 183 |
|
|
2020
Q2 | $189K | Buy |
24,142
+368
| +2% | +$2.88K | 0.04% | 179 |
|
|
2020
Q1 | $174K | Buy |
23,774
+227
| +1% | +$1.66K | 0.04% | 158 |
|
|
2019
Q4 | $270K | Buy |
23,547
+234
| +1% | +$2.68K | 0.06% | 145 |
|
|
2019
Q3 | $253K | Buy |
23,313
+243
| +1% | +$2.64K | 0.06% | 143 |
|
|
2019
Q2 | $249K | Buy |
23,070
+260
| +1% | +$2.81K | 0.05% | 153 |
|
|
2019
Q1 | $219K | Buy |
22,810
+279
| +1% | +$2.68K | 0.05% | 172 |
|
|
2018
Q4 | $200K | Buy |
22,531
+217
| +1% | +$1.93K | 0.04% | 163 |
|
|
2018
Q3 | $251K | Sell |
22,314
-5,256
| -19% | -$59.1K | 0.05% | 169 |
|
|
2018
Q2 | $335K | Buy |
27,570
+242
| +0.9% | +$2.94K | 0.07% | 143 |
|
|
2018
Q1 | $341K | Buy |
27,328
+264
| +1% | +$3.29K | 0.07% | 132 |
|
|
2017
Q4 | $304K | Buy |
27,064
+245
| +0.9% | +$2.75K | 0.06% | 137 |
|
|
2017
Q3 | $323K | Buy |
26,819
+249
| +0.9% | +$3K | 0.06% | 140 |
|
|
2017
Q2 | $314K | Buy |
26,570
+250
| +0.9% | +$2.95K | 0.08% | 109 |
|
|
2017
Q1 | $311K | Sell |
26,320
-3,823
| -13% | -$45.2K | 0.1% | 106 |
|
|
2016
Q4 | $351K | Sell |
30,143
-1,582
| -5% | -$18.4K | 0.11% | 106 |
|
|
2016
Q3 | $309K | Hold |
31,725
| – | – | 0.1% | 100 |
|
|
2016
Q2 | $289K | Buy |
31,725
+3,525
| +13% | +$32.1K | 0.1% | 101 |
|
|
2016
Q1 | $278K | Hold |
28,200
| – | – | 0.1% | 112 |
|
|
2015
Q4 | $278K | Buy |
+28,200
| New | +$278K | 0.1% | 111 |
|