WealthPlan Investment Management’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 | $142K | Hold |
15,846
| – | – | 0.01% | 339 |
|
|
2025
Q1 | $141K | Hold |
15,846
| – | – | 0.01% | 263 |
|
|
2024
Q4 | $144K | Hold |
15,846
| – | – | 0.01% | 257 |
|
|
2024
Q3 | $144K | Hold |
15,846
| – | – | 0.01% | 242 |
|
|
2024
Q2 | $111K | Hold |
15,846
| – | – | 0.02% | 183 |
|
|
2024
Q1 | $126K | Sell |
15,846
-7,118
| -31% | -$56.7K | 0.02% | 179 |
|
|
2023
Q4 | $249K | Hold |
22,964
| – | – | 0.04% | 171 |
|
|
2023
Q3 | $197K | Hold |
22,964
| – | – | 0.03% | 165 |
|
|
2023
Q2 | $178K | Hold |
22,964
| – | – | 0.05% | 132 |
|
|
2023
Q1 | $212K | Hold |
22,964
| – | – | 0.04% | 156 |
|
|
2022
Q4 | $283K | Hold |
22,964
| – | – | 0.02% | 326 |
|
|
2022
Q3 | $266K | Buy |
+22,964
| New | +$266K | 0.02% | 313 |
|
|
2022
Q1 | $275K | Buy |
+22,964
| New | +$275K | 0.02% | 329 |
|