Strategic Family Wealth Counselors’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
Q1 | – | Sell |
-26,141
| Closed | -$237K | – | 146 |
|
|
2024
Q4 | $237K | Hold |
26,141
| – | – | 0.08% | 121 |
|
|
2024
Q3 | $237K | Buy |
26,141
+193
| +0.7% | +$1.75K | 0.08% | 118 |
|
|
2024
Q2 | $181K | Hold |
25,948
| – | – | 0.07% | 121 |
|
|
2024
Q1 | $207K | Hold |
25,948
| – | – | 0.08% | 113 |
|
|
2023
Q4 | $282K | Buy |
25,948
+795
| +3% | +$8.63K | 0.12% | 90 |
|
|
2023
Q3 | $215K | Hold |
25,153
| – | – | 0.1% | 102 |
|
|
2023
Q2 | $195K | Hold |
25,153
| – | – | 0.09% | 105 |
|
|
2023
Q1 | $232K | Hold |
25,153
| – | – | 0.11% | 93 |
|
|
2022
Q4 | $284K | Hold |
25,153
| – | – | 0.14% | 76 |
|
|
2022
Q3 | $272K | Hold |
25,153
| – | – | 0.13% | 72 |
|
|
2022
Q2 | $262K | Hold |
25,153
| – | – | 0.13% | 75 |
|
|
2022
Q1 | $327K | Buy |
+25,153
| New | +$327K | 0.13% | 73 |
|