Sowell Financial Services’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
2024 Q3	–	Sell	-41,920	Closed	-$297K	–	585
2024 Q2	$297K	Sell	41,920 -1,721	-4%	-$12.6K	0.01%	491
2024 Q1	$348K	Buy	+43,641	New	+$389K	0.02%	504
2023 Q1	–	Sell	-38,188	Closed	-$432K	–	844
2022 Q4	$432K	Buy	+38,188	New	+$450K	0.03%	448
2021 Q3	–	Sell	-17,025	Closed	-$231K	–	560
2021 Q2	$231K	Sell	17,025 -1,174	-6%	-$16.4K	0.02%	496
2021 Q1	$265K	Sell	18,199 -25,477	-58%	-$307K	0.01%	895
2020 Q4	$426K	Sell	43,676 -6,231	-12%	-$54.2K	0.02%	568
2020 Q3	$342K	Buy	49,907 +1,319	+3%	+$9.8K	0.02%	572
2020 Q2	$380K	Buy	48,588 +19,160	+65%	+$147K	0.02%	528
2020 Q1	$215K	Buy	29,428 +29,103	+8,955%	+$285K	0.02%	628
2019 Q4	$4K	Hold	325	–	–	﹤0.01%	2013
2019 Q3	$4K	Buy	+325	New	+$3.48K	﹤0.01%	1880