SVB Wealth’s Valley National Bancorp VLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-112,738
| Closed | -$1.1M | – | 966 |
|
|
2020
Q4 | $1.1M | Buy |
112,738
+422
| +0.4% | +$4.11K | 0.02% | 316 |
|
|
2020
Q3 | $769K | Hold |
112,316
| – | – | 0.01% | 336 |
|
|
2020
Q2 | $878K | Hold |
112,316
| – | – | 0.02% | 287 |
|
|
2020
Q1 | $821K | Hold |
112,316
| – | – | 0.02% | 255 |
|
|
2019
Q4 | $1.29M | Hold |
112,316
| – | – | 0.02% | 265 |
|
|
2019
Q3 | $1.22M | Hold |
112,316
| – | – | 0.02% | 253 |
|
|
2019
Q2 | $1.21M | Hold |
112,316
| – | – | 0.04% | 260 |
|
|
2019
Q1 | $1.08M | Hold |
112,316
| – | – | 0.04% | 218 |
|
|
2018
Q4 | $997K | Hold |
112,316
| – | – | 0.04% | 219 |
|
|
2018
Q3 | $1.26M | Hold |
112,316
| – | – | 0.04% | 225 |
|
|
2018
Q2 | $1.37M | Hold |
112,316
| – | – | 0.05% | 214 |
|
|
2018
Q1 | $1.4M | Hold |
112,316
| – | – | 0.05% | 212 |
|
|
2017
Q4 | $1.26M | Hold |
112,316
| – | – | 0.05% | 230 |
|
|
2017
Q3 | $1.35M | Hold |
112,316
| – | – | 0.05% | 225 |
|
|
2017
Q2 | $1.33M | Hold |
112,316
| – | – | 0.05% | 227 |
|
|
2017
Q1 | $1.33M | Hold |
112,316
| – | – | 0.05% | 221 |
|
|
2016
Q4 | $1.31M | Hold |
112,316
| – | – | 0.05% | 223 |
|
|
2016
Q3 | $1.09M | Hold |
112,316
| – | – | 0.04% | 240 |
|
|
2016
Q2 | $1.02M | Hold |
112,316
| – | – | 0.04% | 252 |
|
|
2016
Q1 | $1.07M | Hold |
112,316
| – | – | 0.04% | 251 |
|
|
2015
Q4 | $1.11M | Hold |
112,316
| – | – | 0.04% | 257 |
|
|
2015
Q3 | $1.11M | Hold |
112,316
| – | – | 0.04% | 286 |
|
|
2015
Q2 | $1.16M | Hold |
112,316
| – | – | 0.04% | 296 |
|
|
2015
Q1 | $1.06M | Hold |
112,316
| – | – | 0.03% | 308 |
|
|
2014
Q4 | $1.09M | Buy |
+112,316
| New | +$1.09M | 0.04% | 296 |
|