Summit Trail Advisors’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
Q1
Sell
-89,899
Closed -$976K 640
2023
Q4
$976K Buy
+89,899
New +$976K 0.03% 182
2018
Q1
Sell
-528
Closed -$6K 1613
2017
Q4
$6K Buy
+528
New +$6K ﹤0.01% 1378