Wealth Enhancement Advisory Services’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 | $1.14M | Sell |
117,600
-30,233
| -20% | -$292K | ﹤0.01% | 1665 |
|
|
2025
Q1 | $1.31M | Buy |
147,833
+103,159
| +231% | +$917K | ﹤0.01% | 1461 |
|
|
2024
Q4 | $405K | Buy |
44,674
+2,125
| +5% | +$19.3K | ﹤0.01% | 2127 |
|
|
2024
Q3 | $385K | Buy |
42,549
+6,521
| +18% | +$59.1K | ﹤0.01% | 1990 |
|
|
2024
Q2 | $251K | Buy |
36,028
+707
| +2% | +$4.94K | ﹤0.01% | 2111 |
|
|
2024
Q1 | $281K | Sell |
35,321
-5,298
| -13% | -$42.2K | ﹤0.01% | 1962 |
|
|
2023
Q4 | $441K | Buy |
40,619
+7,232
| +22% | +$78.5K | ﹤0.01% | 1584 |
|
|
2023
Q3 | $286K | Buy |
+33,387
| New | +$286K | ﹤0.01% | 1765 |
|