J.W. Cole 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	$3.26M	Buy	364,830 +2,830	+0.8%	+$25.3K	0.07%	275
2025 Q1	$3.22M	Buy	+362,000	New	+$3.22M	0.1%	209
2020 Q4	–	Sell	-882,417	Closed	-$6.05M	–	875
2020 Q3	$6.05M	Buy	+882,417	New	+$6.05M	0.46%	40