SFMG 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 | $90.7K | Hold |
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|
2025
Q1 | $90.3K | Hold |
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|
2024
Q4 | $92K | Hold |
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|
2024
Q3 | $92K | Hold |
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|
2024
Q2 | $70.9K | Hold |
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|
2024
Q1 | $80.8K | Hold |
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|
2023
Q4 | $110K | Hold |
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|
2023
Q3 | $86.9K | Hold |
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|
2023
Q2 | $78.7K | Hold |
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|
2023
Q1 | $93.8K | Hold |
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|
2022
Q4 | $115K | Hold |
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|
2022
Q3 | $112K | Hold |
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|
2022
Q2 | $106K | Hold |
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|
2022
Q1 | $132K | Hold |
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|
2021
Q4 | $140K | Hold |
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|
2021
Q3 | $135K | Hold |
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|
2021
Q2 | $136K | Hold |
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|
2021
Q1 | $140K | Sell |
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|
2020
Q4 | $113K | Hold |
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|
2020
Q3 | $80K | Hold |
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|
2020
Q2 | $91K | Hold |
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|
2020
Q1 | $85K | Hold |
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|
2019
Q4 | $133K | Buy |
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