Steward Partners Investment Advisory’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 | $246K | Buy |
27,576
+65
| +0.2% | +$580 | ﹤0.01% | 1655 |
|
|
2025
Q1 | $245K | Buy |
27,511
+62
| +0.2% | +$551 | ﹤0.01% | 1554 |
|
|
2024
Q4 | $249K | Buy |
27,449
+63
| +0.2% | +$571 | ﹤0.01% | 1499 |
|
|
2024
Q3 | $248K | Sell |
27,386
-11,920
| -30% | -$108K | ﹤0.01% | 1417 |
|
|
2024
Q2 | $274K | Sell |
39,306
-844
| -2% | -$5.89K | ﹤0.01% | 1310 |
|
|
2024
Q1 | $320K | Buy |
40,150
+51
| +0.1% | +$406 | ﹤0.01% | 1227 |
|
|
2023
Q4 | $435K | Sell |
40,099
-2,470
| -6% | -$26.8K | 0.01% | 1052 |
|
|
2023
Q3 | $364K | Buy |
42,569
+710
| +2% | +$6.08K | 0.01% | 1047 |
|
|
2023
Q2 | $324K | Sell |
41,859
-6,604
| -14% | -$51.2K | ﹤0.01% | 1090 |
|
|
2023
Q1 | $448K | Buy |
48,463
+46
| +0.1% | +$425 | 0.01% | 970 |
|
|
2022
Q4 | $548K | Buy |
48,417
+2,112
| +5% | +$23.9K | 0.01% | 884 |
|
|
2022
Q3 | $500K | Buy |
46,305
+49
| +0.1% | +$529 | 0.01% | 856 |
|
|
2022
Q2 | $482K | Sell |
46,256
-1,325
| -3% | -$13.8K | 0.01% | 865 |
|
|
2022
Q1 | $620K | Sell |
47,581
-651
| -1% | -$8.48K | 0.01% | 849 |
|
|
2021
Q4 | $663K | Buy |
48,232
+10,387
| +27% | +$143K | 0.01% | 852 |
|
|
2021
Q3 | $504K | Buy |
37,845
+36
| +0.1% | +$479 | 0.01% | 905 |
|
|
2021
Q2 | $508K | Sell |
37,809
-14,965
| -28% | -$201K | 0.01% | 926 |
|
|
2021
Q1 | $725K | Buy |
52,774
+16,900
| +47% | +$232K | 0.01% | 753 |
|
|
2020
Q4 | $350K | Buy |
35,874
+68
| +0.2% | +$663 | 0.01% | 860 |
|
|
2020
Q3 | $245K | Buy |
35,806
+12,711
| +55% | +$87K | 0.01% | 880 |
|
|
2020
Q2 | $181K | Buy |
23,095
+1,784
| +8% | +$14K | 0.01% | 915 |
|
|
2020
Q1 | $155K | Sell |
21,311
-23,011
| -52% | -$167K | 0.01% | 867 |
|
|
2019
Q4 | $507K | Buy |
44,322
+835
| +2% | +$9.55K | 0.02% | 625 |
|
|
2019
Q3 | $472K | Buy |
43,487
+82
| +0.2% | +$890 | 0.02% | 599 |
|
|
2019
Q2 | $467K | Sell |
43,405
-146
| -0.3% | -$1.57K | 0.02% | 581 |
|
|
2019
Q1 | $417K | Sell |
43,551
-1,467
| -3% | -$14K | 0.02% | 559 |
|
|
2018
Q4 | $399K | Sell |
45,018
-879
| -2% | -$7.79K | 0.02% | 541 |
|
|
2018
Q3 | $516K | Sell |
45,897
-9,402
| -17% | -$106K | 0.02% | 496 |
|
|
2018
Q2 | $672K | Buy |
55,299
+399
| +0.7% | +$4.85K | 0.04% | 401 |
|
|
2018
Q1 | $684K | Buy |
+54,900
| New | +$684K | 0.05% | 348 |
|