Prestige Wealth Management Group’s Valley National Bancorp VLY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$28.5K	Buy	2,300 +500	+28%	+$6.22K	0.01%	308
2025 Q4	$21.2K	Buy	1,800 +1,000	+125%	+$11.1K	﹤0.01%	337
2025 Q3	$8.51K	Buy	800 +500	+167%	+$5K	﹤0.01%	481
2025 Q2	$2.71K	Hold	300	–	–	﹤0.01%	679
2025 Q1	$2.7K	Hold	300	–	–	﹤0.01%	684
2024 Q4	$2.75K	Hold	300	–	–	﹤0.01%	719
2024 Q3	$2.75K	Sell	300 -5,651	-95%	-$45.9K	﹤0.01%	714
2024 Q2	$42.2K	Buy	5,951 +181	+3%	+$1.32K	0.01%	237
2024 Q1	$46.6K	Hold	5,770	–	–	0.01%	264
2023 Q4	$63.3K	Buy	5,770 +38	+0.7%	+$341	0.01%	226
2023 Q3	$49.7K	Hold	5,732	–	–	0.01%	243
2023 Q2	$45.1K	Hold	5,732	–	–	0.01%	269
2023 Q1	$53.6K	Hold	5,732	–	–	0.01%	240
2022 Q4	$65.5K	Buy	5,732 +300	+6%	+$3.53K	0.02%	235
2022 Q3	$59K	Hold	5,432	–	–	0.02%	217
2022 Q2	$57K	Sell	5,432 -5,700	-51%	-$67.7K	0.02%	225
2022 Q1	$145K	Buy	11,132 +27	+0.2%	+$376	0.04%	165
2021 Q4	$153K	Buy	11,105 +23	+0.2%	+$319	0.04%	162
2021 Q3	$148K	Buy	11,082 +5,650	+104%	+$73K	0.04%	158
2021 Q2	$73K	Sell	5,432 -3,000	-36%	-$41.9K	0.02%	209
2021 Q1	$116K	Buy	8,432 +1,000	+13%	+$12K	0.03%	170
2020 Q4	$72K	Hold	7,432	–	–	0.02%	207
2020 Q3	$51K	Hold	7,432	–	–	0.02%	248
2020 Q2	$58K	Hold	7,432	–	–	0.02%	206
2020 Q1	$54K	Hold	7,432	–	–	0.02%	174
2019 Q4	$85K	Buy	7,432 +1,000	+16%	+$11.5K	0.05%	175
2019 Q3	$70K	Hold	6,432	–	–	0.04%	179
2019 Q2	$69K	Hold	6,432	–	–	0.04%	176
2019 Q1	$62K	Hold	6,432	–	–	0.04%	179
2018 Q4	$57K	Buy	+6,432	New	+$64.9K	0.04%	183