Kingsview Wealth Management, LLC Victory Portf Ii Shs Us Small Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Victory Portf Ii Shs Us Small stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 3,801 shares of CSB stock, worth $235,015. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,801

Previous 5,613 32.28%

Holding current value

$235,015

Previous $299,000 25.42%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$52.46 - $59.54 $95,057 - $107,886	-1,812 Reduced 32.28%	3,801 $223,000
Q2 2024 Aug 14, 2024	SELL	$52.16 - $56.16 $13,770 - $14,826	-264 Reduced 4.49%	5,613 $299,000
Q1 2024 May 09, 2024	SELL	$52.06 - $56.04 $41,023 - $44,159	-788 Reduced 11.82%	5,877 $329,000
Q4 2023 Feb 08, 2024	SELL	$46.46 - $56.82 $87,623 - $107,162	-1,886 Reduced 22.06%	6,665 $373,000
Q3 2023 Nov 07, 2023	BUY	$48.4 - $54.16 $20,812 - $23,288	430 Added 5.29%	8,551 $418,000
Q2 2023 Aug 10, 2023	SELL	$48.09 - $52.25 $45,637 - $49,585	-949 Reduced 10.46%	8,121 $416,000
Q1 2023 May 15, 2023	SELL	$49.61 - $58.52 $1,488 - $1,755	-30 Reduced 0.33%	9,070 $470,000
Q4 2022 Feb 13, 2023	BUY	$47.42 - $55.16 $34,758 - $40,432	733 Added 8.76%	9,100 $469,000
Q3 2022 Nov 14, 2022	SELL	$46.33 - $58.07 $6,347 - $7,955	-137 Reduced 1.61%	8,367 $388,000
Q2 2022 Aug 16, 2022	BUY	$50.89 - $59.12 $3,307 - $3,842	65 Added 0.77%	8,504 $445,000
Q1 2022 Feb 08, 2024	BUY	$57.24 - $62.65 $84,543 - $92,534	1,477 Added 22.16%	8,142 $0
Q4 2021 Feb 17, 2022	BUY	$57.9 - $62.89 $7,237 - $7,861	125 Added 1.5%	8,439 $519,000
Q3 2021 Dec 03, 2021	BUY	$55.94 - $60.53 $55,100 - $59,622	985 Added 13.44%	8,314 $478,000
Q2 2021 Aug 17, 2021	BUY	$58.82 - $63.12 $202,458 - $217,259	3,442 Added 88.55%	7,329 $444,000
Q1 2021 May 24, 2021	BUY	$49.41 - $62.01 $192,056 - $241,032	3,887 New	3,887 $231,000
Q4 2020 Feb 16, 2021	SELL	$37.9 - $50.29 $266,095 - $353,086	-7,021 Closed	0 $0
Q3 2020 Nov 19, 2020	BUY	$34.57 - $40.06 $242,715 - $281,261	7,021 New	7,021 $265,000

Others Institutions Holding CSB

# of Institutions

Shares Held

1.37M

Call Options Held

Put Options Held

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About VICTORY PORTF II SHS US SMALL

Ticker CSB
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Kingsview Wealth Management, LLC Victory Portf Ii Shs Us Small Transaction History