United Capital Financial Advisors’s Valley National Bancorp VLY Stock Holding History

United Capital Financial Advisors’s Portfolio VLY Stock Details VLY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$134K	Buy
2024 Q1	–	Sell
2023 Q4	$147K	Buy
2018 Q4	–	Sell
2018 Q3	$507K	Sell
2018 Q2	$575K	Sell
2018 Q1	$624K	Sell
2017 Q4	$901K	Sell
2017 Q3	$1.08M	Buy