Kolinsky Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $252K | Sell |
27,855
-505
| -2% | -$4.58K | 0.15% | 130 |
|
|
2024
Q3 | $257K | Hold |
28,360
| – | – | 0.17% | 137 |
|
|
2024
Q2 | $198K | Hold |
28,360
| – | – | 0.14% | 151 |
|
|
2024
Q1 | $226K | Hold |
28,360
| – | – | 0.17% | 130 |
|
|
2023
Q4 | $308K | Hold |
28,360
| – | – | 0.27% | 94 |
|
|
2023
Q3 | $243K | Hold |
28,360
| – | – | 0.24% | 103 |
|
|
2023
Q2 | $225K | Sell |
28,360
-1,666
| -6% | -$13.2K | 0.21% | 113 |
|
|
2023
Q1 | $277K | Buy |
30,026
+16
| +0.1% | +$148 | 0.29% | 88 |
|
|
2022
Q4 | $339K | Hold |
30,010
| – | – | 0.39% | 66 |
|
|
2022
Q3 | $324K | Buy |
30,010
+1,650
| +6% | +$17.8K | 0.41% | 58 |
|
|
2022
Q2 | $295K | Hold |
28,360
| – | – | 0.35% | 72 |
|
|
2022
Q1 | $369K | Hold |
28,360
| – | – | 0.36% | 55 |
|
|
2021
Q4 | $390K | Buy |
+28,360
| New | +$390K | 0.36% | 61 |
|