SWA
SFMG 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 | $90.7K | Hold |
10,156
| – | – | 0.01% | 273 |
|
|
2025
Q1 | $90.3K | Hold |
10,156
| – | – | 0.01% | 270 |
|
|
2024
Q4 | $92K | Hold |
10,156
| – | – | 0.01% | 263 |
|
|
2024
Q3 | $92K | Hold |
10,156
| – | – | 0.01% | 262 |
|
|
2024
Q2 | $70.9K | Hold |
10,156
| – | – | 0.01% | 259 |
|
|
2024
Q1 | $80.8K | Hold |
10,156
| – | – | 0.01% | 270 |
|
|
2023
Q4 | $110K | Hold |
10,156
| – | – | 0.01% | 259 |
|
|
2023
Q3 | $86.9K | Hold |
10,156
| – | – | 0.01% | 240 |
|
|
2023
Q2 | $78.7K | Hold |
10,156
| – | – | 0.01% | 240 |
|
|
2023
Q1 | $93.8K | Hold |
10,156
| – | – | 0.01% | 242 |
|
|
2022
Q4 | $115K | Hold |
10,156
| – | – | 0.01% | 239 |
|
|
2022
Q3 | $112K | Hold |
10,156
| – | – | 0.01% | 232 |
|
|
2022
Q2 | $106K | Hold |
10,156
| – | – | 0.01% | 250 |
|
|
2022
Q1 | $132K | Hold |
10,156
| – | – | 0.01% | 278 |
|
|
2021
Q4 | $140K | Hold |
10,156
| – | – | 0.01% | 281 |
|
|
2021
Q3 | $135K | Hold |
10,156
| – | – | 0.02% | 247 |
|
|
2021
Q2 | $136K | Hold |
10,156
| – | – | 0.02% | 253 |
|
|
2021
Q1 | $140K | Sell |
10,156
-1,450
| -12% | -$20K | 0.02% | 234 |
|
|
2020
Q4 | $113K | Hold |
11,606
| – | – | 0.01% | 221 |
|
|
2020
Q3 | $80K | Hold |
11,606
| – | – | 0.01% | 181 |
|
|
2020
Q2 | $91K | Hold |
11,606
| – | – | 0.01% | 159 |
|
|
2020
Q1 | $85K | Hold |
11,606
| – | – | 0.01% | 135 |
|
|
2019
Q4 | $133K | Buy |
+11,606
| New | +$133K | 0.02% | 165 |
|