Pathstone Holdings’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
$2.45M Sell
274,631
-13,980
-5% -$125K 0.01% 883
2025
Q1
$2.57M Buy
288,611
+14,347
+5% +$128K 0.01% 840
2024
Q4
$2.49M Buy
274,264
+42,673
+18% +$387K 0.01% 860
2024
Q3
$2.1M Buy
231,591
+71,553
+45% +$648K 0.01% 943
2024
Q2
$1.12M Sell
160,038
-65,865
-29% -$460K 0.01% 1263
2024
Q1
$1.8M Buy
225,903
+114,897
+104% +$915K 0.01% 959
2023
Q4
$1.21M Buy
+111,006
New +$1.21M 0.01% 969