United Capital Financial 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 |
-13,544
| Closed | -$147K | – | 1116 |
|
|
2023
Q4 | $147K | Buy |
+13,544
| New | +$147K | ﹤0.01% | 1018 |
|
|
2018
Q4 | – | Sell |
-45,030
| Closed | -$507K | – | 1370 |
|
|
2018
Q3 | $507K | Sell |
45,030
-2,271
| -5% | -$25.6K | ﹤0.01% | 967 |
|
|
2018
Q2 | $575K | Sell |
47,301
-2,759
| -6% | -$33.5K | ﹤0.01% | 911 |
|
|
2018
Q1 | $624K | Sell |
50,060
-30,240
| -38% | -$377K | ﹤0.01% | 899 |
|
|
2017
Q4 | $901K | Sell |
80,300
-9,084
| -10% | -$102K | 0.01% | 811 |
|
|
2017
Q3 | $1.08M | Buy |
+89,384
| New | +$1.08M | 0.01% | 760 |
|