Sax Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Sell |
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|
2025
Q1 | $207K | Sell |
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|
2024
Q4 | $218K | Sell |
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|
2024
Q3 | $219K | Sell |
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|
2024
Q2 | $183K | Sell |
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|
2024
Q1 | $243K | Buy |
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|
2023
Q4 | $284K | Hold |
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|
2023
Q3 | $224K | Sell |
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|
2023
Q2 | $214K | Buy |
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|
2023
Q1 | $243K | Buy |
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|
2022
Q4 | $295K | Buy |
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|
2022
Q3 | $236K | Buy |
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|
2022
Q2 | $204K | Buy |
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|
2022
Q1 | $254K | Sell |
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|
2021
Q4 | $270K | Buy |
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|
2021
Q3 | $240K | Buy |
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|
2021
Q2 | $241K | Sell |
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|
2021
Q1 | $255K | Sell |
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|
2020
Q4 | $185K | Buy |
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