Spire Wealth 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
Q2 | – | Sell |
-29,618
| Closed | -$263K | – | 2578 |
|
|
2025
Q1 | $263K | Buy |
+29,618
| New | +$263K | 0.01% | 755 |
|
|
2023
Q3 | – | Sell |
-12,332
| Closed | -$95.6K | – | 2469 |
|
|
2023
Q2 | $95.6K | Hold |
12,332
| – | – | ﹤0.01% | 984 |
|
|
2023
Q1 | $113K | Hold |
12,332
| – | – | ﹤0.01% | 927 |
|
|
2022
Q4 | $139K | Hold |
12,332
| – | – | 0.01% | 642 |
|
|
2022
Q3 | $133K | Hold |
12,332
| – | – | 0.01% | 624 |
|
|
2022
Q2 | $128K | Hold |
12,332
| – | – | 0.01% | 940 |
|
|
2022
Q1 | $161K | Sell |
12,332
-6,623
| -35% | -$86.5K | ﹤0.01% | 977 |
|
|
2021
Q4 | $261K | Buy |
18,955
+6,623
| +54% | +$91.2K | 0.01% | 976 |
|
|
2021
Q3 | $164K | Hold |
12,332
| – | – | ﹤0.01% | 1001 |
|
|
2021
Q2 | $166K | Sell |
12,332
-8,670
| -41% | -$117K | ﹤0.01% | 998 |
|
|
2021
Q1 | $291K | Buy |
+21,002
| New | +$291K | 0.01% | 884 |
|