Kingsview Wealth Management, LLC Valley National Bancorp Transaction History

Kingsview Wealth Management, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 16, 2022	SELL	$10.34 - $13.04 $2,068 - $2,608	-200 Reduced 0.41%	48,434 $504,000
Q1 2022 Feb 08, 2024	BUY	$12.91 - $15.02 $629,155 - $731,984	48,734 New	48,734 $634,000
Q4 2021 Feb 17, 2022	SELL	$13.04 - $14.82 $6,350 - $7,217	-487 Reduced 0.99%	48,634 $669,000
Q3 2021 Dec 03, 2021	BUY	$11.8 - $13.61 $2,360 - $2,722	200 Added 0.41%	49,121 $654,000
Q1 2021 May 24, 2021	SELL	$9.74 - $14.37 $6,389 - $9,426	-656 Reduced 1.32%	48,921 $675,000
Q4 2020 Feb 16, 2021	SELL	$6.9 - $10.09 $1,593 - $2,330	-231 Reduced 0.46%	49,577 $483,000
Q2 2020 Aug 14, 2020	BUY	$6.29 - $9.6 $15,630 - $23,856	2,485 Added 5.25%	49,808 $389,000
Q1 2020 May 11, 2020	BUY	$6.37 - $11.46 $13,377 - $24,066	2,100 Added 4.64%	47,323 $346,000
Q4 2019 Jan 31, 2020	BUY	$10.6 - $12.07 $922 - $1,050	87 Added 0.19%	45,223 $518,000
Q4 2019 Jan 30, 2020	SELL	$10.6 - $12.07 $922 - $1,050	-87 Reduced 0.19%	45,136 $506,000
Q3 2018 Jan 29, 2020	BUY	$11.25 - $13.04 $19,957 - $23,132	1,774 Added 4.08%	45,223 $509,000
Q2 2018 Jan 29, 2020	SELL	$11.91 - $13.26 $20,092 - $22,369	-1,687 Reduced 3.74%	43,449 $528,000
Q4 2017 Jan 29, 2020	BUY	$11.0 - $12.17 $56,496 - $62,505	5,136 Added 12.84%	45,136 $506,000
Q1 2017 Jan 29, 2020	BUY	N/A	40,000	40,000 $472,000

398

327M

2.99M

5.91M

Ticker VLY
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 506,351,008
Market Cap $5.16B
Description
Valley National Bancorp operates as the holding company for Valley National Bank that provides various commercial, retail, insurance, and wealth management financial services products. It operates through Commercial Lending, Consumer Lending, and Investment Management segments. The company offers non-interest bearing, savings, NOW, money market,...

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