Valley National Advisers’s CrossAmerica Partners CAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$10K	Hold	500	–	–	﹤0.01%	549
2025 Q1	$12K	Hold	500	–	–	﹤0.01%	532
2024 Q4	$11K	Hold	500	–	–	﹤0.01%	521
2024 Q3	$10K	Hold	500	–	–	﹤0.01%	513
2024 Q2	$9K	Hold	500	–	–	﹤0.01%	637
2024 Q1	$11K	Hold	500	–	–	﹤0.01%	613
2023 Q4	$11K	Hold	500	–	–	﹤0.01%	629
2023 Q3	$11K	Hold	500	–	–	﹤0.01%	577
2023 Q2	$10K	Hold	500	–	–	﹤0.01%	597
2023 Q1	$11K	Buy	+500	New	+$11K	﹤0.01%	570
2021 Q4	–	Sell	-400	Closed	-$8K	–	916
2021 Q3	$8K	Hold	400	–	–	﹤0.01%	602
2021 Q2	$8K	Hold	400	–	–	﹤0.01%	606
2021 Q1	$7K	Hold	400	–	–	﹤0.01%	583
2020 Q4	$7K	Hold	400	–	–	﹤0.01%	563
2020 Q3	$6K	Hold	400	–	–	﹤0.01%	533
2020 Q2	$5K	Hold	400	–	–	﹤0.01%	551
2020 Q1	$3K	Buy	+400	New	+$3K	﹤0.01%	593
2019 Q4	–	Sell	-3,500	Closed	-$60K	–	754
2019 Q3	$60K	Buy	+3,500	New	+$60K	0.02%	287
2019 Q2	–	Hold	0	–	-$64K	–	282
2019 Q1	–	Hold	0	–	-$50K	–	270
2018 Q4	–	Hold	0	–	-$136K	–	266
2018 Q3	–	Hold	0	–	–	–	189
2018 Q2	–	Hold	0	–	-$10K	–	669
2018 Q1	–	Hold	0	–	-$12K	–	399
2017 Q4	–	Hold	0	–	-$14K	–	383
2017 Q3	–	Hold	0	–	-$13K	–	369
2017 Q2	–	Hold	0	–	-$13K	–	371
2017 Q1	–	Hold	0	–	-$13K	–	368
2016 Q4	–	Hold	0	–	-$13K	–	374
2016 Q3	–	Hold	0	–	-$20K	–	344
2016 Q2	–	Hold	0	–	-$19K	–	306
2016 Q1	–	Hold	0	–	-$34K	–	309
2015 Q4	–	Hold	0	–	-$30K	–	247
2015 Q3	–	Sell	-1,300	Closed	-$37K	–	262
2015 Q2	$37K	Buy	+1,300	New	+$37K	0.02%	249
2015 Q1	–	Hold	0	–	–	–	245