Smallwood Wealth Investment Management’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
Q1 | $248K | Hold |
27,915
| – | – | 0.16% | 67 |
|
|
2024
Q4 | $253K | Hold |
27,915
| – | – | 0.17% | 67 |
|
|
2024
Q3 | $253K | Hold |
27,915
| – | – | 0.18% | 62 |
|
|
2024
Q2 | $195K | Hold |
27,915
| – | – | 0.15% | 66 |
|
|
2024
Q1 | $222K | Hold |
27,915
| – | – | 0.17% | 63 |
|
|
2023
Q4 | $303K | Hold |
27,915
| – | – | 0.25% | 53 |
|
|
2023
Q3 | $239K | Hold |
27,915
| – | – | 0.22% | 57 |
|
|
2023
Q2 | $216K | Hold |
27,915
| – | – | 0.19% | 58 |
|
|
2023
Q1 | $258K | Sell |
27,915
-28,800
| -51% | -$266K | 0.24% | 54 |
|
|
2022
Q4 | $641K | Hold |
56,715
| – | – | 0.54% | 33 |
|
|
2022
Q3 | $613K | Hold |
56,715
| – | – | 0.55% | 37 |
|
|
2022
Q2 | $590K | Hold |
56,715
| – | – | 0.6% | 31 |
|
|
2022
Q1 | $738K | Hold |
56,715
| – | – | 0.7% | 25 |
|
|
2021
Q4 | $780K | Buy |
+56,715
| New | +$780K | 0.73% | 24 |
|