Allworth Financial LP Victory Portf Ii Shs Us Small Transaction History

Allworth Financial LP

$17.4 Billion
Q1 2025

A detailed history of Allworth Financial LP transactions in Victory Portf Ii Shs Us Small stock. As of the latest transaction made, Allworth Financial LP holds 33,597 shares of CSB stock, worth $1.84 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

33,597

Previous 35,804 6.16%

Holding current value

$1.84 Million

Previous $2.13 Million 9.31%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$55.62 - $62.03 $122,753 - $136,900	-2,207 Reduced 6.16%	33,597 $1.93 Million
Q4 2024 Jan 30, 2025	SELL	$57.75 - $64.78 $195,541 - $219,345	-3,386 Reduced 8.64%	35,804 $2.13 Million
Q3 2024 Oct 23, 2024	SELL	$52.46 - $59.54 $69,299 - $78,652	-1,321 Reduced 3.26%	39,190 $2.3 Million
Q2 2024 Jul 23, 2024	SELL	$52.16 - $56.16 $109,901 - $118,329	-2,107 Reduced 4.94%	40,511 $2.16 Million
Q1 2024 Apr 25, 2024	SELL	$52.06 - $56.04 $601,501 - $647,486	-11,554 Reduced 21.33%	42,618 $2.39 Million
Q4 2023 Jan 24, 2024	SELL	$46.46 - $56.82 $461,719 - $564,677	-9,938 Reduced 15.5%	54,172 $3.03 Million
Q3 2023 Oct 31, 2023	SELL	$48.4 - $54.16 $3.46 Million - $3.87 Million	-71,547 Reduced 52.74%	64,110 $3.14 Million
Q2 2023 Jul 18, 2023	SELL	$48.09 - $52.25 $1.92 Million - $2.09 Million	-39,956 Reduced 22.75%	135,657 $6.96 Million
Q1 2023 Apr 18, 2023	SELL	$49.61 - $58.52 $1.29 Million - $1.52 Million	-26,036 Reduced 12.91%	175,613 $9.11 Million
Q4 2022 Jan 13, 2023	BUY	$47.42 - $55.16 $7.65 Million - $8.9 Million	161,312 Added 399.91%	201,649 $0
Q3 2022 Oct 18, 2022	BUY	$46.33 - $58.07 $1.34 Million - $1.68 Million	28,868 Added 251.7%	40,337 $1.87 Million
Q2 2022 Jul 13, 2022	BUY	$50.89 - $59.12 $153,636 - $178,483	3,019 Added 35.73%	11,469 $601,000
Q1 2022 Apr 22, 2022	BUY	$57.24 - $62.65 $348,935 - $381,914	6,096 Added 258.96%	8,450 $494,000
Q4 2021 Jan 21, 2022	BUY	$57.9 - $62.89 $136,296 - $148,043	2,354 New	2,354 $145,000

Others Institutions Holding CSB

# of Institutions

Shares Held

1.41M

Call Options Held

Put Options Held

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About VICTORY PORTF II SHS US SMALL

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Allworth Financial LP Victory Portf Ii Shs Us Small Transaction History