Valley National Advisers’s Shift4 FOUR Stock Holding History

Valley National Advisers’s Portfolio FOUR Stock Details FOUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$12K	Sell
2025 Q1	$34K	Buy
2024 Q4	$31K	Buy
2022 Q4	–	Sell
2022 Q3	$2K	Hold
2022 Q2	$1K	Hold
2022 Q1	$2K	Hold
2021 Q4	$2K	Buy