WBI Investments’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 | $800K | Buy |
+89,547
| New | +$800K | 0.21% | 147 |
|
|
2025
Q1 | – | Sell |
-117,911
| Closed | -$1.07M | – | 303 |
|
|
2024
Q4 | $1.07M | Buy |
117,911
+45,256
| +62% | +$410K | 0.27% | 107 |
|
|
2024
Q3 | $658K | Sell |
72,655
-1,816
| -2% | -$16.5K | 0.16% | 148 |
|
|
2024
Q2 | $520K | Buy |
74,471
+41,003
| +123% | +$286K | 0.13% | 121 |
|
|
2024
Q1 | $266K | Sell |
33,468
-6,902
| -17% | -$54.9K | 0.06% | 175 |
|
|
2023
Q4 | $438K | Sell |
40,370
-9,103
| -18% | -$98.9K | 0.09% | 152 |
|
|
2023
Q3 | $423K | Buy |
49,473
+3,461
| +8% | +$29.6K | 0.09% | 146 |
|
|
2023
Q2 | $357K | Buy |
+46,012
| New | +$357K | 0.06% | 162 |
|
|
2018
Q3 | – | Sell |
-49,967
| Closed | -$608K | – | 346 |
|
|
2018
Q2 | $608K | Buy |
49,967
+17,854
| +56% | +$217K | 0.03% | 202 |
|
|
2018
Q1 | $400K | Buy |
+32,113
| New | +$400K | 0.02% | 169 |
|
|
2017
Q4 | – | Sell |
-722,251
| Closed | -$8.7M | – | 371 |
|
|
2017
Q3 | $8.7M | Buy |
+722,251
| New | +$8.7M | 0.38% | 56 |
|