JFS Wealth 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 | $581 | Sell |
65
-260
| -80% | -$2.32K | ﹤0.01% | 1668 |
|
|
2025
Q1 | $2.89K | Hold |
325
| – | – | ﹤0.01% | 1331 |
|
|
2024
Q4 | $2.95K | Hold |
325
| – | – | ﹤0.01% | 1324 |
|
|
2024
Q3 | $2.95K | Buy |
325
+11
| +4% | +$100 | ﹤0.01% | 1324 |
|
|
2024
Q2 | $2.19K | Sell |
314
-7
| -2% | -$49 | ﹤0.01% | 1398 |
|
|
2024
Q1 | $2.56K | Sell |
321
-65
| -17% | -$518 | ﹤0.01% | 1352 |
|
|
2023
Q4 | $4.19K | Buy |
386
+276
| +251% | +$3K | ﹤0.01% | 1132 |
|
|
2023
Q3 | $942 | Sell |
110
-113
| -51% | -$968 | ﹤0.01% | 1614 |
|
|
2023
Q2 | $1.73K | Buy |
223
+11
| +5% | +$85 | ﹤0.01% | 1436 |
|
|
2023
Q1 | $1.96K | Sell |
212
-14
| -6% | -$129 | ﹤0.01% | 1375 |
|
|
2022
Q4 | $2.56K | Buy |
226
+63
| +39% | +$713 | ﹤0.01% | 1276 |
|
|
2022
Q3 | $2K | Sell |
163
-129
| -44% | -$1.58K | ﹤0.01% | 1416 |
|
|
2022
Q2 | $3K | Buy |
292
+14
| +5% | +$144 | ﹤0.01% | 1246 |
|
|
2022
Q1 | $4K | Buy |
278
+149
| +116% | +$2.14K | ﹤0.01% | 1186 |
|
|
2021
Q4 | $2K | Buy |
+129
| New | +$2K | ﹤0.01% | 1185 |
|