ProVise 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	$4.02M	Hold	327,018	–	–	0.29%	77
2025 Q4	$3.82M	Hold	327,018	–	–	0.27%	73
2025 Q3	$3.47M	Hold	327,018	–	–	0.26%	80
2025 Q2	$2.92M	Hold	327,018	–	–	0.23%	89
2025 Q1	$2.91M	Hold	327,018	–	–	0.25%	84
2024 Q4	$2.96M	Sell	327,018 -1,009	-0.3%	-$9.79K	0.25%	86
2024 Q3	$2.97M	Hold	328,027	–	–	0.24%	98
2024 Q2	$2.29M	Hold	328,027	–	–	0.19%	108
2024 Q1	$2.61M	Sell	328,027 -89	-0%	-$793	0.23%	105
2023 Q4	$3.56M	Hold	328,116	–	–	0.3%	91
2023 Q3	$2.81M	Hold	328,116	–	–	0.26%	100
2023 Q2	$2.54M	Hold	328,116	–	–	0.23%	104
2023 Q1	$3.03M	Hold	328,116	–	–	0.29%	91
2022 Q4	$3.71M	Hold	328,116	–	–	0.38%	77
2022 Q3	$3.54M	Hold	328,116	–	–	0.4%	75
2022 Q2	$3.42M	Hold	328,116	–	–	0.36%	83
2022 Q1	$4.27M	Hold	328,116	–	–	0.4%	69
2021 Q4	$4.51M	Hold	328,116	–	–	0.41%	68
2021 Q3	$4.37M	Hold	328,116	–	–	0.43%	72
2021 Q2	$4.41M	Hold	328,116	–	–	0.45%	65
2021 Q1	$4.51M	Hold	328,116	–	–	0.49%	60
2020 Q4	$3.2M	Hold	328,116	–	–	0.37%	82
2020 Q3	$2.25M	Hold	328,116	–	–	0.3%	94
2020 Q2	$2.57M	Hold	328,116	–	–	0.37%	77
2020 Q1	$2.4M	Sell	328,116 -500	-0.2%	-$4.89K	0.4%	73
2019 Q4	$3.76M	Hold	328,616	–	–	0.46%	64
2019 Q3	$3.57M	Sell	328,616 -3,000	-0.9%	-$32.1K	0.47%	64
2019 Q2	$3.58M	Sell	331,616 -1,000	-0.3%	-$10.2K	0.48%	61
2019 Q1	$3.19M	Buy	332,616 +322,018	+3,038%	+$3.28M	0.45%	63
2018 Q4	$94K	Sell	10,598 -237,527	-96%	-$2.4M	0.01%	296
2018 Q3	$2.79M	Sell	248,125 -148,036	-37%	-$1.79M	0.37%	79
2018 Q2	$4.82K	Buy	+396,161	New	+$5M	0.36%	65