Moisand Fitzgerald Tamayo’s Valley National Bancorp VLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $31K | Hold |
2,115
| – | – | ﹤0.01% | 245 |
|
|
2026
Q1 | $26K | Hold |
2,115
| – | – | ﹤0.01% | 249 |
|
|
2025
Q4 | $24.7K | Hold |
2,115
| – | – | ﹤0.01% | 262 |
|
|
2025
Q3 | $22.4K | Hold |
2,115
| – | – | ﹤0.01% | 265 |
|
|
2025
Q2 | $18.9K | Hold |
2,115
| – | – | ﹤0.01% | 283 |
|
|
2025
Q1 | $18.8K | Hold |
2,115
| – | – | ﹤0.01% | 278 |
|
|
2024
Q4 | $19.2K | Hold |
2,115
| – | – | ﹤0.01% | 274 |
|
|
2024
Q3 | $19.2K | Hold |
2,115
| – | – | ﹤0.01% | 286 |
|
|
2024
Q2 | $14.8K | Hold |
2,115
| – | – | ﹤0.01% | 272 |
|
|
2024
Q1 | $16.8K | Hold |
2,115
| – | – | ﹤0.01% | 267 |
|
|
2023
Q4 | $23K | Sell |
2,115
-175
| -8% | -$1.57K | ﹤0.01% | 246 |
|
|
2023
Q3 | $19.6K | Buy |
2,290
+2
| +0.1% | +$18 | ﹤0.01% | 261 |
|
|
2023
Q2 | $17.7K | Buy |
2,288
+2
| +0.1% | +$16 | ﹤0.01% | 262 |
|
|
2023
Q1 | $21.1K | Buy |
2,286
+2
| +0.1% | +$22 | ﹤0.01% | 253 |
|
|
2022
Q4 | $25.8K | Buy |
2,284
+2
| +0.1% | +$24 | 0.01% | 224 |
|
|
2022
Q3 | $25K | Buy |
2,282
+1
| +0% | +$12 | 0.01% | 211 |
|
|
2022
Q2 | $24K | Buy |
2,281
+166
| +8% | +$1.97K | 0.01% | 215 |
|
|
2022
Q1 | $28K | Sell |
2,115
-163
| -7% | -$2.27K | 0.01% | 123 |
|
|
2021
Q4 | $31K | Buy |
2,278
+163
| +8% | +$2.26K | 0.01% | 177 |
|
|
2021
Q3 | $28K | Hold |
2,115
| – | – | 0.01% | 179 |
|
|
2021
Q2 | $28K | Hold |
2,115
| – | – | 0.01% | 183 |
|
|
2021
Q1 | $29K | Hold |
2,115
| – | – | 0.01% | 152 |
|
|
2020
Q4 | $21K | Hold |
2,115
| – | – | 0.01% | 170 |
|
|
2020
Q3 | $14K | Hold |
2,115
| – | – | 0.01% | 180 |
|
|
2020
Q2 | $17K | Hold |
2,115
| – | – | 0.01% | 161 |
|
|
2020
Q1 | $15K | Hold |
2,115
| – | – | 0.01% | 164 |
|
|
2019
Q4 | $24K | Hold |
2,115
| – | – | 0.01% | 156 |
|
|
2019
Q3 | $23K | Hold |
2,115
| – | – | 0.01% | 153 |
|
|
2019
Q2 | $23K | Hold |
2,115
| – | – | 0.01% | 150 |
|
|
2019
Q1 | $20K | Hold |
2,115
| – | – | 0.01% | 161 |
|
|
2018
Q4 | $19K | Sell |
2,115
-4,919
| -70% | -$49.6K | 0.01% | 159 |
|
|
2018
Q3 | $79K | Hold |
7,034
| – | – | 0.04% | 108 |
|
|
2018
Q2 | $86K | Hold |
7,034
| – | – | 0.05% | 102 |
|
|
2018
Q1 | $88K | Hold |
7,034
| – | – | 0.05% | 102 |
|
|
2017
Q4 | $79K | Hold |
7,034
| – | – | 0.05% | 97 |
|
|
2017
Q3 | $85K | Buy |
+7,034
| New | +$81K | 0.05% | 96 |
|
|
2016
Q2 | – | Sell |
-4,919
| Closed | -$47K | – | 195 |
|
|
2016
Q1 | $47K | Buy |
+4,919
| New | +$44.7K | 0.04% | 94 |
|
Other funds holding VLY
WCM
OLA
RWP
SWA
KFP
GI
BCG
AHB
LWA