Ifp Advisors, Inc Victory Portf Ii Shs Us Disc E Transaction History

Ifp Advisors, Inc

$3.28 Billion
Q2 2025

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 09, 2024	BUY	$46.97 - $49.35 $8,689 - $9,129	185 New	185 $9,000
Q1 2023 Apr 18, 2023	SELL	$49.72 - $57.33 $83,032 - $95,741	-1,670 Reduced 3.27%	49,344 $2.56 Million
Q4 2022 Feb 07, 2023	BUY	$53.89 - $58.71 $101,367 - $110,433	1,881 Added 3.83%	51,014 $2.42 Million
Q3 2022 Nov 08, 2022	BUY	$54.28 - $56.93 $2.65 Million - $2.78 Million	48,847 Added 17079.37%	49,133 $2.33 Million
Q2 2022 Sep 06, 2022	BUY	$54.59 - $60.14 $15,612 - $17,200	286 New	286 $13,000
Q2 2022 Aug 12, 2022	SELL	$54.59 - $60.14 $15,612 - $17,200	-286 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$57.25 - $65.52 $16,373 - $18,738	286 New	286 $0
Q3 2021 Oct 06, 2021	SELL	$57.06 - $61.92 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$58.58 - $62.59 $0 - $0	0 New	0 $0
Q1 2021 Apr 30, 2021	BUY	$49.72 - $61.62 $0 - $0	0 New	0 $0
Q4 2020 Jan 25, 2021	BUY	$40.1 - $50.41 $0 - $0	0 New	0 $0
Q3 2020 Oct 29, 2020	BUY	$37.64 - $42.33 $0 - $0	0 New	0 $0
Q2 2020 Aug 05, 2020	BUY	$31.44 - $42.01 $0 - $0	0 New	0 $0
Q1 2020 May 12, 2020	BUY	$31.54 - $40.0 $0 - $0	0 New	0 $0
Q4 2019 Jan 17, 2020	BUY	$35.3 - $39.74 $0 - $0	0 New	0 $0
Q3 2019 Nov 07, 2019	SELL	$36.15 - $36.53 $903 - $913	-25 Closed	0 $0
Q1 2019 May 15, 2019	SELL	N/A	-1,100 Reduced 97.78%	25 $1,000
Q4 2018 Jan 23, 2019	SELL	N/A	-1,545 Reduced 57.87%	1,125 $0
Q3 2018 Oct 25, 2018	BUY	N/A	1,385 Added 107.78%	2,670 $0
Q4 2017 Jan 24, 2018	BUY	N/A	635 Added 97.69%	1,285 $0
Q4 2016 Jun 03, 2019	SELL	N/A	-690 Reduced 51.49%	650 $26,000
Q2 2016 Jun 03, 2019	BUY	N/A	1,315 Added 5260.0%	1,340 $45,000
Q1 2016 Jun 03, 2019	BUY	N/A	25	25 $1,000

Others Institutions Holding CSF

# of Institutions

Shares Held

117K

Call Options Held

Put Options Held

Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

99.1K
Shares

$5.06 Million
0.01% of portfolio
Lumature Wealth Partners, LLC Alpharetta, GA

17K
Shares

$867,050
0.53% of portfolio
Sunbelt Securities, Inc. Houston, TX

893
Shares

$45,569
0.0% of portfolio

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