Kestra Investment 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
2025 Q2	$1.09M	Buy	122,800 +50,547	+70%	+$450K	0.02%	267
2025 Q1	$642K	Sell	72,253 -7,199	-9%	-$64K	0.02%	237
2024 Q4	$720K	Buy	79,452 +22,636	+40%	+$205K	0.03%	185
2024 Q3	$515K	Buy	+56,816	New	+$515K	0.02%	209