Sequoia Financial Advisors’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	$235K	Buy	+26,370	New	+$235K	﹤0.01%	1384
2024 Q1	–	Sell	-42,385	Closed	-$460K	–	1267
2023 Q4	$460K	Buy	+42,385	New	+$460K	0.01%	759
2020 Q1	–	Sell	-37,839	Closed	-$433K	–	412
2019 Q4	$433K	Hold	37,839	–	–	0.03%	239
2019 Q3	$411K	Hold	37,839	–	–	0.03%	219
2019 Q2	$408K	Hold	37,839	–	–	0.03%	226
2019 Q1	$362K	Hold	37,839	–	–	0.03%	244
2018 Q4	$336K	Hold	37,839	–	–	0.04%	188
2018 Q3	$426K	Hold	37,839	–	–	0.04%	177
2018 Q2	$460K	Hold	37,839	–	–	0.05%	167
2018 Q1	$471K	Hold	37,839	–	–	0.05%	165
2017 Q4	$425K	Hold	37,839	–	–	0.04%	184
2017 Q3	$456K	Sell	37,839 -4,461	-11%	-$53.8K	0.05%	161
2017 Q2	$500K	Hold	42,300	–	–	0.06%	149
2017 Q1	$499K	Hold	42,300	–	–	0.06%	138
2016 Q4	$492K	Hold	42,300	–	–	0.07%	138
2016 Q3	$412K	Hold	42,300	–	–	0.08%	132
2016 Q2	$386K	Hold	42,300	–	–	0.11%	138
2016 Q1	$404K	Buy	+42,300	New	+$404K	0.13%	108