SWA
Sax Wealth Advisors’s Valley National Bancorp VLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Sell |
22,481
-811
| -3% | -$7.24K | 0.01% | 411 |
|
|
2025
Q1 | $207K | Sell |
23,292
-774
| -3% | -$6.88K | 0.01% | 348 |
|
|
2024
Q4 | $218K | Sell |
24,066
-100
| -0.4% | -$906 | 0.02% | 309 |
|
|
2024
Q3 | $219K | Sell |
24,166
-2,031
| -8% | -$18.4K | 0.02% | 266 |
|
|
2024
Q2 | $183K | Sell |
26,197
-4,391
| -14% | -$30.6K | 0.02% | 267 |
|
|
2024
Q1 | $243K | Buy |
30,588
+4,464
| +17% | +$35.5K | 0.03% | 163 |
|
|
2023
Q4 | $284K | Hold |
26,124
| – | – | 0.05% | 153 |
|
|
2023
Q3 | $224K | Sell |
26,124
-1,550
| -6% | -$13.3K | 0.04% | 162 |
|
|
2023
Q2 | $214K | Buy |
27,674
+1,341
| +5% | +$10.4K | 0.04% | 161 |
|
|
2023
Q1 | $243K | Buy |
26,333
+229
| +0.9% | +$2.12K | 0.05% | 150 |
|
|
2022
Q4 | $295K | Buy |
26,104
+4,215
| +19% | +$47.7K | 0.07% | 135 |
|
|
2022
Q3 | $236K | Buy |
21,889
+2,340
| +12% | +$25.2K | 0.06% | 145 |
|
|
2022
Q2 | $204K | Buy |
19,549
+20
| +0.1% | +$209 | 0.05% | 158 |
|
|
2022
Q1 | $254K | Sell |
19,529
-86
| -0.4% | -$1.12K | 0.06% | 148 |
|
|
2021
Q4 | $270K | Buy |
19,615
+1,546
| +9% | +$21.3K | 0.06% | 151 |
|
|
2021
Q3 | $240K | Buy |
18,069
+87
| +0.5% | +$1.16K | 0.06% | 148 |
|
|
2021
Q2 | $241K | Sell |
17,982
-565
| -3% | -$7.57K | 0.08% | 135 |
|
|
2021
Q1 | $255K | Sell |
18,547
-415
| -2% | -$5.71K | 0.09% | 121 |
|
|
2020
Q4 | $185K | Buy |
+18,962
| New | +$185K | 0.09% | 130 |
|