OneDigital Investment Advisors’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 | $155K | Buy |
17,374
+316
| +2% | +$2.82K | ﹤0.01% | 1399 |
|
|
2025
Q1 | $152K | Buy |
17,058
+4,261
| +33% | +$37.9K | ﹤0.01% | 1346 |
|
|
2024
Q4 | $116K | Buy |
12,797
+182
| +1% | +$1.65K | ﹤0.01% | 1358 |
|
|
2024
Q3 | $114K | Buy |
12,615
+276
| +2% | +$2.5K | ﹤0.01% | 1393 |
|
|
2024
Q2 | $86.1K | Buy |
12,339
+219
| +2% | +$1.53K | ﹤0.01% | 1327 |
|
|
2024
Q1 | $96.5K | Sell |
12,120
-13
| -0.1% | -$103 | ﹤0.01% | 1059 |
|
|
2023
Q4 | $132K | Buy |
12,133
+460
| +4% | +$5K | ﹤0.01% | 1073 |
|
|
2023
Q3 | $99.9K | Buy |
11,673
+160
| +1% | +$1.37K | ﹤0.01% | 957 |
|
|
2023
Q2 | $89.2K | Buy |
11,513
+222
| +2% | +$1.72K | ﹤0.01% | 980 |
|
|
2023
Q1 | $104K | Buy |
+11,291
| New | +$104K | ﹤0.01% | 936 |
|