Prestige Wealth Management Group’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 | $2.71K | Hold |
300
| – | – | ﹤0.01% | 677 |
|
|
2025
Q1 | $2.7K | Hold |
300
| – | – | ﹤0.01% | 682 |
|
|
2024
Q4 | $2.75K | Hold |
300
| – | – | ﹤0.01% | 718 |
|
|
2024
Q3 | $2.75K | Sell |
300
-5,651
| -95% | -$51.8K | ﹤0.01% | 712 |
|
|
2024
Q2 | $42.2K | Buy |
5,951
+181
| +3% | +$1.28K | 0.01% | 236 |
|
|
2024
Q1 | $46.6K | Hold |
5,770
| – | – | 0.01% | 262 |
|
|
2023
Q4 | $63.3K | Buy |
5,770
+38
| +0.7% | +$417 | 0.01% | 225 |
|
|
2023
Q3 | $49.7K | Hold |
5,732
| – | – | 0.01% | 240 |
|
|
2023
Q2 | $45.1K | Hold |
5,732
| – | – | 0.01% | 266 |
|
|
2023
Q1 | $53.6K | Hold |
5,732
| – | – | 0.01% | 239 |
|
|
2022
Q4 | $65.5K | Buy |
5,732
+300
| +6% | +$3.43K | 0.02% | 234 |
|
|
2022
Q3 | $59K | Hold |
5,432
| – | – | 0.02% | 217 |
|
|
2022
Q2 | $57K | Sell |
5,432
-5,700
| -51% | -$59.8K | 0.02% | 225 |
|
|
2022
Q1 | $145K | Buy |
11,132
+27
| +0.2% | +$352 | 0.04% | 165 |
|
|
2021
Q4 | $153K | Buy |
11,105
+23
| +0.2% | +$317 | 0.04% | 162 |
|
|
2021
Q3 | $148K | Buy |
11,082
+5,650
| +104% | +$75.5K | 0.04% | 158 |
|
|
2021
Q2 | $73K | Sell |
5,432
-3,000
| -36% | -$40.3K | 0.02% | 209 |
|
|
2021
Q1 | $116K | Buy |
8,432
+1,000
| +13% | +$13.8K | 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% | +$11.4K | 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 | +$57K | 0.04% | 183 |
|