Sowell Financial Services’s Valley National Bancorp VLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-41,920
| Closed | -$297K | – | 585 |
|
|
2024
Q2 | $297K | Sell |
41,920
-1,721
| -4% | -$12.2K | 0.01% | 491 |
|
|
2024
Q1 | $348K | Buy |
+43,641
| New | +$348K | 0.02% | 504 |
|
|
2023
Q1 | – | Sell |
-38,188
| Closed | -$432K | – | 844 |
|
|
2022
Q4 | $432K | Buy |
+38,188
| New | +$432K | 0.03% | 448 |
|
|
2021
Q3 | – | Sell |
-17,025
| Closed | -$231K | – | 560 |
|
|
2021
Q2 | $231K | Sell |
17,025
-1,174
| -6% | -$15.9K | 0.02% | 496 |
|
|
2021
Q1 | $265K | Sell |
18,199
-25,477
| -58% | -$371K | 0.01% | 895 |
|
|
2020
Q4 | $426K | Sell |
43,676
-6,231
| -12% | -$60.8K | 0.02% | 568 |
|
|
2020
Q3 | $342K | Buy |
49,907
+1,319
| +3% | +$9.04K | 0.02% | 572 |
|
|
2020
Q2 | $380K | Buy |
48,588
+19,160
| +65% | +$150K | 0.02% | 528 |
|
|
2020
Q1 | $215K | Buy |
29,428
+29,103
| +8,955% | +$213K | 0.02% | 628 |
|
|
2019
Q4 | $4K | Hold |
325
| – | – | ﹤0.01% | 2013 |
|
|
2019
Q3 | $4K | Buy |
+325
| New | +$4K | ﹤0.01% | 1880 |
|