Smallwood Wealth Investment Management’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
Q3 | $296K | Hold |
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|
2025
Q2 | $249K | Hold |
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|
2025
Q1 | $248K | Hold |
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|
2024
Q4 | $253K | Hold |
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|
2024
Q3 | $253K | Hold |
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|
2024
Q2 | $195K | Hold |
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|
2024
Q1 | $222K | Hold |
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|
2023
Q4 | $303K | Hold |
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|
2023
Q3 | $239K | Hold |
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|
2023
Q2 | $216K | Hold |
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|
2023
Q1 | $258K | Sell |
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|
2022
Q4 | $641K | Hold |
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|
2022
Q3 | $613K | Hold |
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|
2022
Q2 | $590K | Hold |
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|
2022
Q1 | $738K | Hold |
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|
2021
Q4 | $780K | Buy |
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