Creative Planning Victory Portfolios Ii Shs Us 5 Transaction History

Creative Planning

$116 Billion
Q2 2025

A detailed history of Creative Planning transactions in Victory Portfolios Ii Shs Us 5 stock. As of the latest transaction made, Creative Planning holds 8,977 shares of CFA stock, worth $817,445. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,977

Previous 8,911 0.74%

Holding current value

$817,445

Previous $752,000 4.92%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$75.06 - $87.96 $4,953 - $5,805	66 Added 0.74%	8,977 $789,000
Q1 2025 May 15, 2025	BUY	$81.8 - $88.86 $6,625 - $7,197	81 Added 0.92%	8,911 $752,000
Q4 2024 Feb 14, 2025	BUY	$84.54 - $91.18 $12,342 - $13,312	146 Added 1.68%	8,830 $749,000
Q3 2024 Oct 11, 2024	SELL	$78.37 - $86.15 $313 - $344	-4 Reduced 0.05%	8,684 $748,000
Q2 2024 Aug 15, 2024	BUY	$76.78 - $81.08 $24,723 - $26,107	322 Added 3.85%	8,688 $689,000
Q1 2024 May 10, 2024	BUY	$73.43 - $81.36 $8,003 - $8,868	109 Added 1.32%	8,366 $680,000
Q4 2023 Feb 14, 2024	BUY	$64.78 - $75.03 $14,834 - $17,181	229 Added 2.85%	8,257 $616,000
Q3 2023 Nov 16, 2023	BUY	$68.0 - $73.25 $8,432 - $9,083	124 Added 1.57%	8,028 $546,000
Q2 2023 Jul 21, 2023	SELL	$66.49 - $71.08 $19,282 - $20,613	-290 Reduced 3.54%	7,904 $561,000
Q1 2023 May 15, 2023	SELL	$65.29 - $72.14 $83,505 - $92,267	-1,279 Reduced 13.5%	8,194 $563,000
Q4 2022 Feb 10, 2023	BUY	$61.44 - $71.21 $552 - $640	9 Added 0.1%	9,473 $641,000
Q3 2022 Nov 03, 2022	BUY	$60.97 - $72.16 $426 - $505	7 Added 0.07%	9,464 $577,000
Q2 2022 Aug 15, 2022	BUY	$62.06 - $74.6 $124 - $149	2 Added 0.02%	9,457 $607,000
Q1 2022 May 16, 2022	BUY	$69.35 - $77.79 $485 - $544	7 Added 0.07%	9,455 $700,000
Q4 2021 Feb 11, 2022	BUY	$71.27 - $77.81 $468,742 - $511,756	6,577 Added 229.08%	9,448 $734,000
Q3 2021 Nov 10, 2021	SELL	$70.32 - $75.05 $182,058 - $194,304	-2,589 Reduced 47.42%	2,871 $204,000
Q2 2021 Aug 04, 2021	BUY	$67.71 - $71.79 $369,696 - $391,973	5,460 New	5,460 $390,000

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About VICTORY PORTFOLIOS II SHS US 5

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Creative Planning Victory Portfolios Ii Shs Us 5 Transaction History