SWA
Sutton Wealth Advisors’s Valley National Bancorp VLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $542K | Hold |
63,303
| – | – | 0.27% | 63 |
|
|
2023
Q2 | $491K | Sell |
63,303
-25,000
| -28% | -$194K | 0.24% | 65 |
|
|
2023
Q1 | $816K | Sell |
88,303
-91
| -0.1% | -$841 | 0.44% | 42 |
|
|
2022
Q4 | $1,000K | Hold |
88,394
| – | – | 0.38% | 48 |
|
|
2022
Q3 | $955K | Buy |
88,394
+91
| +0.1% | +$983 | 0.39% | 46 |
|
|
2022
Q2 | $919K | Sell |
88,303
-44
| -0% | -$458 | 0.37% | 49 |
|
|
2022
Q1 | $1.15M | Hold |
88,347
| – | – | 0.4% | 46 |
|
|
2021
Q4 | $1.21M | Sell |
88,347
-29,956
| -25% | -$412K | 0.41% | 46 |
|
|
2021
Q3 | $1.57M | Hold |
118,303
| – | – | 0.58% | 35 |
|
|
2021
Q2 | $1.59M | Hold |
118,303
| – | – | 0.58% | 34 |
|
|
2021
Q1 | $1.63M | Sell |
118,303
-2,689
| -2% | -$36.9K | 0.64% | 32 |
|
|
2020
Q4 | $1.18M | Hold |
120,992
| – | – | 0.5% | 40 |
|
|
2020
Q3 | $829K | Buy |
120,992
+13,303
| +12% | +$91.1K | 0.4% | 44 |
|
|
2020
Q2 | $842K | Buy |
107,689
+7,500
| +7% | +$58.7K | 0.44% | 43 |
|
|
2020
Q1 | $732K | Buy |
100,189
+10,586
| +12% | +$77.4K | 0.46% | 45 |
|
|
2019
Q4 | $1.03M | Hold |
89,603
| – | – | 0.53% | 37 |
|
|
2019
Q3 | $974K | Buy |
89,603
+35,863
| +67% | +$390K | 0.54% | 35 |
|
|
2019
Q2 | $579K | Hold |
53,740
| – | – | 0.33% | 49 |
|
|
2019
Q1 | $515K | Hold |
53,740
| – | – | 0.3% | 55 |
|
|
2018
Q4 | $477K | Buy |
53,740
+6,837
| +15% | +$60.7K | 0.31% | 61 |
|
|
2018
Q3 | $528K | Buy |
46,903
+34,463
| +277% | +$388K | 0.35% | 49 |
|
|
2018
Q2 | $151K | Hold |
12,440
| – | – | 0.11% | 153 |
|
|
2018
Q1 | $155K | Buy |
+12,440
| New | +$155K | 0.11% | 148 |
|