Sonen Capital’s Valley National Bancorp VLY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-36,000	Closed	-$333K	–	100
2023 Q1	$333K	Sell	36,000 -12,000	-25%	-$111K	0.56%	59
2022 Q4	$543K	Hold	48,000	–	–	0.89%	42
2022 Q3	$518K	Buy	+48,000	New	+$518K	0.84%	48