O'Shaughnessy Asset 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 | $1.08M | Buy |
121,417
+20,604
| +20% | +$184K | 0.01% | 1033 |
|
|
2025
Q1 | $896K | Buy |
100,813
+12,317
| +14% | +$109K | 0.01% | 1041 |
|
|
2024
Q4 | $802K | Buy |
88,496
+21,491
| +32% | +$195K | 0.01% | 1062 |
|
|
2024
Q3 | $617K | Buy |
67,005
+33,509
| +100% | +$309K | 0.01% | 1127 |
|
|
2024
Q2 | $234K | Buy |
33,496
+3,492
| +12% | +$24.4K | ﹤0.01% | 1480 |
|
|
2024
Q1 | $239K | Buy |
30,004
+17,726
| +144% | +$141K | ﹤0.01% | 1423 |
|
|
2023
Q4 | $133K | Buy |
+12,278
| New | +$133K | ﹤0.01% | 1460 |
|
|
2021
Q4 | – | Sell |
-1,104
| Closed | -$15K | – | 2453 |
|
|
2021
Q3 | $15K | Buy |
1,104
+1,079
| +4,316% | +$14.7K | ﹤0.01% | 2046 |
|
|
2021
Q2 | $0 | Hold |
25
| – | – | ﹤0.01% | 2695 |
|
|
2021
Q1 | $0 | Buy |
+25
| New | – | ﹤0.01% | 2465 |
|
|
2020
Q1 | – | Sell |
-813
| Closed | -$9K | – | 1827 |
|
|
2019
Q4 | $9K | Buy |
+813
| New | +$9K | ﹤0.01% | 1334 |
|