Kestra Advisory Services’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 | $200K | Buy |
22,361
+3,940
| +21% | +$35.2K | ﹤0.01% | 2646 |
|
|
2025
Q1 | $164K | Buy |
18,421
+136
| +0.7% | +$1.21K | ﹤0.01% | 2520 |
|
|
2024
Q4 | $166K | Buy |
18,285
+136
| +0.7% | +$1.23K | ﹤0.01% | 2511 |
|
|
2024
Q3 | $164K | Sell |
18,149
-327,871
| -95% | -$2.97M | ﹤0.01% | 2398 |
|
|
2024
Q2 | $2.42M | Buy |
346,020
+328,177
| +1,839% | +$2.29M | 0.01% | 868 |
|
|
2024
Q1 | $142K | Buy |
17,843
+108
| +0.6% | +$860 | ﹤0.01% | 2335 |
|
|
2023
Q4 | $193K | Buy |
17,735
+138
| +0.8% | +$1.5K | ﹤0.01% | 2114 |
|
|
2023
Q3 | $151K | Buy |
17,597
+105
| +0.6% | +$899 | ﹤0.01% | 1972 |
|
|
2023
Q2 | $136K | Buy |
17,492
+3,862
| +28% | +$29.9K | ﹤0.01% | 1970 |
|
|
2023
Q1 | $126K | Sell |
13,630
-6,643
| -33% | -$61.4K | ﹤0.01% | 1926 |
|
|
2022
Q4 | $229K | Buy |
20,273
+2,910
| +17% | +$32.9K | ﹤0.01% | 1936 |
|
|
2022
Q3 | $188K | Buy |
17,363
+41
| +0.2% | +$444 | ﹤0.01% | 1893 |
|
|
2022
Q2 | $180K | Sell |
17,322
-8
| -0% | -$83 | ﹤0.01% | 1912 |
|
|
2022
Q1 | $226K | Buy |
17,330
+201
| +1% | +$2.62K | ﹤0.01% | 1771 |
|
|
2021
Q4 | $236K | Sell |
17,129
-328,047
| -95% | -$4.52M | ﹤0.01% | 1774 |
|
|
2021
Q3 | $4.59M | Buy |
345,176
+328,143
| +1,927% | +$4.37M | 0.05% | 415 |
|
|
2021
Q2 | $229K | Buy |
17,033
+5,107
| +43% | +$68.7K | ﹤0.01% | 1765 |
|
|
2021
Q1 | $164K | Sell |
11,926
-321,330
| -96% | -$4.42M | ﹤0.01% | 1769 |
|
|
2020
Q4 | $3.23M | Buy |
+333,256
| New | +$3.23M | 0.04% | 445 |
|