WealthPlan Investment Management’s Valley National Bancorp VLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $168K | Hold |
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|
2025
Q2 | $142K | Hold |
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|
2025
Q1 | $141K | Hold |
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|
2024
Q4 | $144K | Hold |
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|
2024
Q3 | $144K | Hold |
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|
2024
Q2 | $111K | Hold |
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|
2024
Q1 | $126K | Sell |
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|
2023
Q4 | $249K | Hold |
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|
2023
Q3 | $197K | Hold |
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|
2023
Q2 | $178K | Hold |
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|
2023
Q1 | $212K | Hold |
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|
2022
Q4 | $283K | Hold |
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|
2022
Q3 | $266K | Buy |
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|
2022
Q1 | $275K | Buy |
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