Patriot Financial Group Insurance Agency, LLC Victory Portfolios Ii Shs Inco Transaction History

Patriot Financial Group Insurance Agency, LLC

  • $704 Million
  • Q4 2024

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Victory Portfolios Ii Shs Inco stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 8,140 shares of CDC stock, worth $523,157. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,140
Previous 8,248 1.31%
Holding current value
$523,157
Previous $536,000 5.04%
% of portfolio
0.07%
Previous 0.07%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$61.65 - $67.55 $6,658 - $7,295
-108 Reduced 1.31%
8,140 $509,000
Q3 2024

Oct 24, 2024
BUY
$58.2 - $64.99 $4,714 - $5,264
81 Added 0.99%
8,248 $536,000
Q2 2024

Jul 26, 2024
SELL
$56.32 - $60.45 $15,488 - $16,623
-275 Reduced 3.26%
8,167 $478,000
Q1 2024

Apr 30, 2024
BUY
$54.89 - $59.53 $7,025 - $7,619
128 Added 1.54%
8,442 $502,000
Q4 2023

Jan 19, 2024
SELL
$55.11 - $56.96 $23,917 - $24,720
-434 Reduced 4.96%
8,314 $470,000
Q3 2023

Oct 19, 2023
BUY
$55.47 - $58.3 $10,761 - $11,310
194 Added 2.27%
8,748 $488,000
Q2 2023

Jul 17, 2023
BUY
$56.96 - $60.89 $19,480 - $20,824
342 Added 4.16%
8,554 $492,000
Q1 2023

Apr 20, 2023
BUY
$57.54 - $65.62 $31,186 - $35,566
542 Added 7.07%
8,212 $497,000
Q4 2022

Jan 17, 2023
BUY
$59.91 - $64.8 $13,419 - $14,515
224 Added 3.01%
7,670 $0
Q3 2022

Oct 31, 2022
SELL
$59.36 - $69.92 $45,054 - $53,069
-759 Reduced 9.25%
7,446 $442,000
Q2 2022

Jul 29, 2022
SELL
$63.39 - $73.87 $47,352 - $55,180
-747 Reduced 8.34%
8,205 $542,000
Q1 2022

May 11, 2022
BUY
$67.69 - $72.62 $15,162 - $16,266
224 Added 2.57%
8,952 $643,000
Q4 2021

Jan 10, 2022
BUY
$64.9 - $69.6 $50,427 - $54,079
777 Added 9.77%
8,728 $607,000
Q3 2021

Nov 24, 2021
BUY
$63.55 - $67.16 $2,160 - $2,283
34 Added 0.43%
7,951 $512,000
Q2 2021

Jul 30, 2021
BUY
$62.63 - $67.05 $9,645 - $10,325
154 Added 1.98%
7,917 $511,000
Q1 2021

Apr 29, 2021
BUY
$52.97 - $62.73 $64,570 - $76,467
1,219 Added 18.63%
7,763 $484,000
Q4 2020

Jan 15, 2021
BUY
$47.2 - $54.25 $44,179 - $50,778
936 Added 16.69%
6,544 $352,000
Q3 2020

Oct 21, 2020
BUY
$45.36 - $49.2 $39,463 - $42,804
870 Added 18.36%
5,608 $266,000
Q2 2020

Jul 10, 2020
BUY
$40.86 - $51.05 $27,294 - $34,101
668 Added 16.41%
4,738 $221,000
Q1 2020

Apr 15, 2020
SELL
$40.1 - $49.38 $37,333 - $45,972
-931 Reduced 18.62%
4,070 $168,000
Q4 2019

Jan 22, 2020
BUY
$44.49 - $49.07 $114,650 - $126,453
2,577 Added 106.31%
5,001 $245,000
Q3 2019

Oct 25, 2019
SELL
$45.91 - $46.65 $13,727 - $13,948
-299 Reduced 10.98%
2,424 $113,000
Q2 2019

Aug 07, 2019
BUY
N/A
115 Added 4.41%
2,723 $125,000
Q1 2019

Apr 29, 2019
BUY
N/A
710 Added 37.41%
2,608 $116,000
Q4 2018

Feb 04, 2019
BUY
N/A
15 Added 0.8%
1,898 $80,000
Q3 2018

Oct 30, 2018
BUY
N/A
6 Added 0.32%
1,883 $89,000
Q2 2018

Aug 14, 2018
BUY
N/A
310 Added 19.78%
1,877 $87,000
Q1 2018

May 14, 2018
BUY
N/A
604 Added 62.72%
1,567 $70,000
Q4 2017

Feb 14, 2018
BUY
N/A
7 Added 0.73%
963 $45,000
Q3 2017

Oct 26, 2017
BUY
N/A
4 Added 0.42%
956 $43,000
Q2 2017

Aug 08, 2017
BUY
N/A
952
952 $41,000

Others Institutions Holding CDC

# of Institutions
106
Shares Held
9.13M
Call Options Held
0
Put Options Held
0
View Full List

About VICTORY PORTFOLIOS II SHS INCO

CDC Quotes by TradingView
  • Ticker CDC
  • Sector ETFs
  • Industry ETFs
More about CDC
Track This Portfolio

Track Patriot Financial Group Insurance Agency, LLC Portfolio

Follow Patriot Financial Group Insurance Agency, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email