Pathstone Family Office’s Valley National Bancorp VLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $762K | Buy |
89,059
+15,939
| +22% | +$136K | 0.01% | 828 |
|
|
2023
Q2 | $559K | Sell |
73,120
-680
| -0.9% | -$5.2K | 0.01% | 706 |
|
|
2023
Q1 | $685K | Sell |
73,800
-85,696
| -54% | -$795K | 0.01% | 566 |
|
|
2022
Q4 | $1.77M | Buy |
159,496
+2,910
| +2% | +$32.3K | 0.02% | 538 |
|
|
2022
Q3 | $1.69M | Buy |
156,586
+81,915
| +110% | +$885K | 0.02% | 505 |
|
|
2022
Q2 | $777K | Buy |
+74,671
| New | +$777K | 0.02% | 412 |
|
|
2020
Q4 | – | Sell |
-148,145
| Closed | -$1.02M | – | 1336 |
|
|
2020
Q3 | $1.02M | Buy |
+148,145
| New | +$1.02M | 0.11% | 84 |
|