WAOTB
Wealth Advisors of Tampa Bay’s Valley National Bancorp VLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $143K | Hold |
15,979
| – | – | 0.05% | 88 |
|
|
2025
Q1 | $142K | Hold |
15,979
| – | – | 0.06% | 95 |
|
|
2024
Q4 | $145K | Hold |
15,979
| – | – | 0.06% | 84 |
|
|
2024
Q3 | $145K | Hold |
15,979
| – | – | 0.06% | 86 |
|
|
2024
Q2 | $112K | Hold |
15,979
| – | – | 0.05% | 80 |
|
|
2024
Q1 | $127K | Hold |
15,979
| – | – | 0.06% | 80 |
|
|
2023
Q4 | $174K | Sell |
15,979
-15,979
| -50% | -$174K | 0.09% | 79 |
|
|
2023
Q3 | $274K | Buy |
31,958
+15,979
| +100% | +$137K | 0.08% | 85 |
|
|
2023
Q2 | $124K | Hold |
15,979
| – | – | 0.07% | 76 |
|
|
2023
Q1 | $148K | Hold |
15,979
| – | – | 0.08% | 75 |
|
|
2022
Q4 | $181K | Hold |
15,979
| – | – | 0.11% | 71 |
|
|
2022
Q3 | $173K | Sell |
15,979
-15,979
| -50% | -$173K | 0.12% | 75 |
|
|
2022
Q2 | $333K | Hold |
31,958
| – | – | 0.1% | 78 |
|
|
2022
Q1 | $416K | Hold |
31,958
| – | – | 0.11% | 75 |
|
|
2021
Q4 | $439K | Buy |
31,958
+15,979
| +100% | +$220K | 0.11% | 81 |
|
|
2021
Q3 | $213K | Hold |
15,979
| – | – | 0.12% | 80 |
|
|
2021
Q2 | $215K | Hold |
15,979
| – | – | 0.12% | 81 |
|
|
2021
Q1 | $220K | Hold |
15,979
| – | – | 0.13% | 79 |
|
|
2020
Q4 | $156K | Hold |
15,979
| – | – | 0.11% | 73 |
|
|
2020
Q3 | $109K | Hold |
15,979
| – | – | 0.08% | 73 |
|
|
2020
Q2 | $125K | Hold |
15,979
| – | – | 0.1% | 67 |
|
|
2020
Q1 | $117K | Hold |
15,979
| – | – | 0.13% | 64 |
|
|
2019
Q4 | $183K | Hold |
15,979
| – | – | 0.17% | 61 |
|
|
2019
Q3 | $174K | Hold |
15,979
| – | – | 0.14% | 68 |
|
|
2019
Q2 | $172K | Hold |
15,979
| – | – | 0.12% | 72 |
|
|
2019
Q1 | $153K | Hold |
15,979
| – | – | 0.11% | 69 |
|
|
2018
Q4 | $142K | Hold |
15,979
| – | – | 0.12% | 67 |
|
|
2018
Q3 | $180K | Hold |
15,979
| – | – | 0.13% | 69 |
|
|
2018
Q2 | $196K | Hold |
15,979
| – | – | 0.15% | 69 |
|
|
2018
Q1 | $199K | Hold |
15,979
| – | – | 0.14% | 69 |
|
|
2017
Q4 | $184K | Buy |
+15,979
| New | +$184K | 0.13% | 68 |
|