Shufro Rose & Co’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 | $169K | Hold |
19,000
| – | – | 0.01% | 285 |
|
|
2025
Q1 | $169K | Hold |
19,000
| – | – | 0.01% | 287 |
|
|
2024
Q4 | $172K | Sell |
19,000
-3,500
| -16% | -$31.7K | 0.01% | 275 |
|
|
2024
Q3 | $157K | Hold |
22,500
| – | – | 0.01% | 291 |
|
|
2024
Q2 | $157K | Hold |
22,500
| – | – | 0.01% | 291 |
|
|
2024
Q1 | $179K | Hold |
22,500
| – | – | 0.01% | 285 |
|
|
2023
Q4 | $193K | Hold |
22,500
| – | – | 0.02% | 270 |
|
|
2023
Q3 | $193K | Hold |
22,500
| – | – | 0.02% | 269 |
|
|
2023
Q2 | $174K | Hold |
22,500
| – | – | 0.02% | 280 |
|
|
2023
Q1 | $208K | Hold |
22,500
| – | – | 0.02% | 270 |
|
|
2022
Q4 | $254K | Hold |
22,500
| – | – | 0.02% | 263 |
|
|
2022
Q3 | $243K | Buy |
22,500
+3,500
| +18% | +$37.8K | 0.02% | 247 |
|
|
2022
Q2 | $198K | Hold |
19,000
| – | – | 0.02% | 273 |
|
|
2022
Q1 | $247K | Sell |
19,000
-8,200
| -30% | -$107K | 0.02% | 256 |
|
|
2021
Q4 | $374K | Hold |
27,200
| – | – | 0.03% | 209 |
|
|
2021
Q3 | $362K | Hold |
27,200
| – | – | 0.03% | 203 |
|
|
2021
Q2 | $365K | Hold |
27,200
| – | – | 0.03% | 201 |
|
|
2021
Q1 | $374K | Sell |
27,200
-3,500
| -11% | -$48.1K | 0.03% | 194 |
|
|
2020
Q4 | $299K | Sell |
30,700
-300
| -1% | -$2.92K | 0.03% | 212 |
|
|
2020
Q3 | $212K | Buy |
+31,000
| New | +$212K | 0.02% | 235 |
|