Valley Wealth Managers’s Valley National Bancorp VLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503K | Hold |
56,312
| – | – | 0.04% | 160 |
|
|
2025
Q1 | $501K | Hold |
56,312
| – | – | 0.04% | 160 |
|
|
2024
Q4 | $510K | Hold |
56,312
| – | – | 0.04% | 157 |
|
|
2024
Q3 | $510K | Hold |
56,312
| – | – | 0.04% | 157 |
|
|
2024
Q2 | $393K | Sell |
56,312
-2,007
| -3% | -$14K | 0.03% | 162 |
|
|
2024
Q1 | $464K | Sell |
58,319
-1,958
| -3% | -$15.6K | 0.04% | 149 |
|
|
2023
Q4 | $655K | Hold |
60,277
| – | – | 0.05% | 134 |
|
|
2023
Q3 | $516K | Hold |
60,277
| – | – | 0.04% | 144 |
|
|
2023
Q2 | $467K | Sell |
60,277
-48,925
| -45% | -$379K | 0.04% | 123 |
|
|
2023
Q1 | $1.01M | Buy |
109,202
+48,098
| +79% | +$444K | 0.09% | 107 |
|
|
2022
Q4 | $691K | Sell |
61,104
-9,813
| -14% | -$111K | 0.06% | 119 |
|
|
2022
Q3 | $765K | Sell |
70,917
-500
| -0.7% | -$5.39K | 0.08% | 115 |
|
|
2022
Q2 | $744K | Sell |
71,417
-4,420
| -6% | -$46K | 0.07% | 118 |
|
|
2022
Q1 | $988K | Hold |
75,837
| – | – | 0.08% | 108 |
|
|
2021
Q4 | $1.04M | Sell |
75,837
-10,420
| -12% | -$143K | 0.08% | 108 |
|
|
2021
Q3 | $1.15M | Hold |
86,257
| – | – | 0.1% | 106 |
|
|
2021
Q2 | $1.16M | Hold |
86,257
| – | – | 0.1% | 106 |
|
|
2021
Q1 | $1.19M | Sell |
86,257
-20,000
| -19% | -$275K | 0.11% | 105 |
|
|
2020
Q4 | $1.04M | Sell |
106,257
-92,081
| -46% | -$898K | 0.1% | 108 |
|
|
2020
Q3 | $1.36M | Hold |
198,338
| – | – | 0.15% | 98 |
|
|
2020
Q2 | $1.55M | Sell |
198,338
-10,446
| -5% | -$81.7K | 0.17% | 95 |
|
|
2020
Q1 | $1.53M | Sell |
208,784
-4,673
| -2% | -$34.2K | 0.2% | 86 |
|
|
2019
Q4 | $2.44M | Sell |
213,457
-8,234
| -4% | -$94.3K | 0.24% | 82 |
|
|
2019
Q3 | $2.41M | Sell |
221,691
-27,642
| -11% | -$300K | 0.26% | 70 |
|
|
2019
Q2 | $2.69M | Sell |
249,333
-582
| -0.2% | -$6.27K | 0.29% | 62 |
|
|
2019
Q1 | $2.39M | Buy |
249,915
+60,308
| +32% | +$578K | 0.26% | 62 |
|
|
2018
Q4 | $1.68M | Buy |
189,607
+38,162
| +25% | +$339K | 0.22% | 68 |
|
|
2018
Q3 | $1.7M | Buy |
151,445
+595
| +0.4% | +$6.7K | 0.2% | 64 |
|
|
2018
Q2 | $1.84M | Buy |
150,850
+755
| +0.5% | +$9.18K | 0.22% | 61 |
|
|
2018
Q1 | $1.87M | Sell |
150,095
-2,945
| -2% | -$36.7K | 0.23% | 62 |
|
|
2017
Q4 | $1.72M | Buy |
153,040
+765
| +0.5% | +$8.58K | 0.21% | 71 |
|
|
2017
Q3 | $1.84M | Buy |
152,275
+7,279
| +5% | +$87.7K | 0.23% | 61 |
|
|
2017
Q2 | $1.71M | Sell |
144,996
-577
| -0.4% | -$6.81K | 0.23% | 63 |
|
|
2017
Q1 | $1.72M | Sell |
145,573
-8,898
| -6% | -$105K | 0.23% | 67 |
|
|
2016
Q4 | $1.8M | Sell |
154,471
-3,167
| -2% | -$36.9K | 0.26% | 60 |
|
|
2016
Q3 | $1.53M | Sell |
157,638
-64,930
| -29% | -$631K | 0.23% | 65 |
|
|
2016
Q2 | $2.03M | Buy |
222,568
+113,986
| +105% | +$1.04M | 0.31% | 51 |
|
|
2016
Q1 | $1.04M | Buy |
108,582
+73,744
| +212% | +$704K | 0.18% | 77 |
|
|
2015
Q4 | $343K | Sell |
34,838
-10,150
| -23% | -$99.9K | 0.06% | 92 |
|
|
2015
Q3 | $443K | Sell |
44,988
-8,500
| -16% | -$83.7K | 0.08% | 86 |
|
|
2015
Q2 | $551K | Sell |
53,488
-42,689
| -44% | -$440K | 0.1% | 87 |
|
|
2015
Q1 | $908K | Buy |
96,177
+7,336
| +8% | +$69.3K | 0.16% | 83 |
|
|
2014
Q4 | $863K | Sell |
88,841
-4,551
| -5% | -$44.2K | 0.15% | 83 |
|
|
2014
Q3 | $905K | Buy |
93,392
+149
| +0.2% | +$1.44K | 0.17% | 77 |
|
|
2014
Q2 | $924K | Sell |
93,243
-13,049
| -12% | -$129K | 0.18% | 73 |
|
|
2014
Q1 | $1.11M | Buy |
106,292
+2,549
| +2% | +$26.5K | 0.22% | 51 |
|
|
2013
Q4 | $1.05M | Sell |
103,743
-4,214
| -4% | -$42.7K | 0.22% | 51 |
|
|
2013
Q3 | $1.07M | Buy |
107,957
+33,465
| +45% | +$333K | 0.23% | 49 |
|
|
2013
Q2 | $705K | Buy |
+74,492
| New | +$705K | 0.16% | 61 |
|