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

Kingsview Wealth Management, LLC

  • $3.76 Billion
  • Q1 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 5,877 shares of CSB stock, worth $309,012. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,877
Previous 6,665 11.82%
Holding current value
$309,012
Previous $373,000 11.8%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$50.81 - $55.16 $37,243 - $40,432
733 Added 8.76%
9,100 $469,000
Q3 2022

Nov 14, 2022
SELL
N/A
-137 Reduced 1.61%
8,367 $388,000
Q2 2022

Aug 16, 2022
BUY
N/A
65 Added 0.77%
8,504 $445,000
Q1 2022

Feb 08, 2024
BUY
N/A
1,477 Added 22.16%
8,142 $0
Q4 2021

Feb 17, 2022
BUY
N/A
125 Added 1.5%
8,439 $519,000
Q3 2021

Dec 03, 2021
BUY
N/A
985 Added 13.44%
8,314 $478,000
Q2 2021

Aug 17, 2021
BUY
N/A
3,442 Added 88.55%
7,329 $444,000
Q1 2021

May 24, 2021
BUY
N/A
3,887 New
3,887 $231,000
Q4 2020

Feb 16, 2021
SELL
N/A
-7,021 Closed
0 $0
Q3 2020

Nov 19, 2020
BUY
N/A
7,021 New
7,021 $265,000

Others Institutions Holding CSB

# of Institutions
58
Shares Held
1.4M
Call Options Held
0
Put Options Held
0
View Full List

About VICTORY PORTF II SHS US SMALL

CSB Quotes by TradingView
  • Ticker CSB
  • Sector ETFs
  • Industry ETFs
More about CSB
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