Rodgers & Associates’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	$134K	Hold	15,000	–	–	0.01%	103
2025 Q1	$133K	Sell	15,000 -5,000	-25%	-$44.5K	0.02%	97
2024 Q4	$181K	Sell	20,000 -2,000	-9%	-$18.1K	0.02%	98
2024 Q3	$199K	Hold	22,000	–	–	0.02%	95
2024 Q2	$154K	Hold	22,000	–	–	0.02%	92
2024 Q1	$175K	Sell	22,000 -3,000	-12%	-$23.9K	0.02%	91
2023 Q4	$272K	Hold	25,000	–	–	0.04%	76
2023 Q3	$214K	Hold	25,000	–	–	0.03%	85
2023 Q2	$194K	Hold	25,000	–	–	0.03%	84
2023 Q1	$231K	Hold	25,000	–	–	0.04%	76
2022 Q4	$283K	Sell	25,000 -2,000	-7%	-$22.6K	0.05%	72
2022 Q3	$292K	Hold	27,000	–	–	0.05%	68
2022 Q2	$281K	Sell	27,000 -3,000	-10%	-$31.2K	0.05%	72
2022 Q1	$391K	Hold	30,000	–	–	0.06%	69
2021 Q4	$413K	Sell	30,000 -2,500	-8%	-$34.4K	0.06%	70
2021 Q3	$433K	Sell	32,500 -2,500	-7%	-$33.3K	0.07%	67
2021 Q2	$470K	Sell	35,000 -2,500	-7%	-$33.6K	0.08%	65
2021 Q1	$515K	Sell	37,500 -2,500	-6%	-$34.3K	0.09%	63
2020 Q4	$390K	Buy	+40,000	New	+$390K	0.07%	68