Modera 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $130K | Buy |
14,507
+3
| +0% | +$27 | ﹤0.01% | 634 |
|
|
2025
Q1 | $129K | Sell |
14,504
-2,969
| -17% | -$26.4K | ﹤0.01% | 598 |
|
|
2024
Q4 | $158K | Buy |
17,473
+106
| +0.6% | +$960 | ﹤0.01% | 605 |
|
|
2024
Q3 | $157K | Hold |
17,367
| – | – | ﹤0.01% | 589 |
|
|
2024
Q2 | $121K | Sell |
17,367
-4,356
| -20% | -$30.4K | ﹤0.01% | 560 |
|
|
2024
Q1 | $173K | Buy |
21,723
+4,235
| +24% | +$33.7K | ﹤0.01% | 550 |
|
|
2023
Q4 | $190K | Buy |
17,488
+204
| +1% | +$2.22K | ﹤0.01% | 503 |
|
|
2023
Q3 | $148K | Hold |
17,284
| – | – | ﹤0.01% | 525 |
|
|
2023
Q2 | $134K | Buy |
+17,284
| New | +$134K | ﹤0.01% | 542 |
|
|
2022
Q1 | – | Sell |
-19,215
| Closed | -$264K | – | 589 |
|
|
2021
Q4 | $264K | Buy |
+19,215
| New | +$264K | 0.01% | 458 |
|