Waverly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $143K | Buy |
16,065
+2,389
| +17% | +$21.3K | ﹤0.01% | 1151 |
|
|
2025
Q1 | $122K | Buy |
13,676
+657
| +5% | +$5.84K | ﹤0.01% | 1083 |
|
|
2024
Q4 | $118K | Buy |
+13,019
| New | +$118K | ﹤0.01% | 958 |
|
|
2015
Q4 | – | Sell |
-2,132
| Closed | -$21K | – | 385 |
|
|
2015
Q3 | $21K | Buy |
+2,132
| New | +$21K | 0.01% | 267 |
|