Montag & Associates’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 | $1.81K | Hold |
200
| – | – | ﹤0.01% | 851 |
|
|
2025
Q1 | $1.8K | Hold |
200
| – | – | ﹤0.01% | 901 |
|
|
2024
Q4 | $1.83K | Hold |
200
| – | – | ﹤0.01% | 896 |
|
|
2024
Q3 | $1.83K | Hold |
200
| – | – | ﹤0.01% | 923 |
|
|
2024
Q2 | $1.42K | Hold |
200
| – | – | ﹤0.01% | 899 |
|
|
2024
Q1 | $1.61K | Hold |
200
| – | – | ﹤0.01% | 874 |
|
|
2023
Q4 | $2.19K | Hold |
200
| – | – | ﹤0.01% | 860 |
|
|
2023
Q3 | $1.73K | Hold |
200
| – | – | ﹤0.01% | 849 |
|
|
2023
Q2 | $1.57K | Hold |
200
| – | – | ﹤0.01% | 862 |
|
|
2023
Q1 | $1.87K | Hold |
200
| – | – | ﹤0.01% | 857 |
|
|
2022
Q4 | $2.28K | Hold |
200
| – | – | ﹤0.01% | 864 |
|
|
2022
Q3 | $2K | Hold |
200
| – | – | ﹤0.01% | 822 |
|
|
2022
Q2 | $2K | Hold |
200
| – | – | ﹤0.01% | 776 |
|
|
2022
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 776 |
|
|
2021
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 789 |
|
|
2021
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 783 |
|
|
2021
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 777 |
|
|
2021
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 781 |
|
|
2020
Q4 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 772 |
|
|
2018
Q4 | – | Sell |
-17,300
| Closed | -$195K | – | 320 |
|
|
2018
Q3 | $195K | Buy |
+17,300
| New | +$195K | 0.02% | 312 |
|