Patriot Financial Group Insurance Agency, LLC Victory Portfolios Ii Shs Us 5 Transaction History

Patriot Financial Group Insurance Agency, LLC

  • $621 Million
  • Q1 2024

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Victory Portfolios Ii Shs Us 5 stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 6,491 shares of CFA stock, worth $515,060. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,491
Previous 6,467 0.37%
Holding current value
$515,060
Previous $482,000 9.54%
% of portfolio
0.09%
Previous 0.09%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$73.43 - $81.36 $1,762 - $1,952
24 Added 0.37%
6,491 $528,000
Q4 2023

Jan 19, 2024
SELL
$64.78 - $75.03 $4,469 - $5,177
-69 Reduced 1.06%
6,467 $482,000
Q3 2023

Oct 19, 2023
BUY
$68.0 - $73.25 $2,992 - $3,223
44 Added 0.68%
6,536 $445,000
Q2 2023

Jul 17, 2023
SELL
$66.49 - $71.08 $14,760 - $15,779
-222 Reduced 3.31%
6,492 $461,000
Q1 2023

Apr 20, 2023
BUY
$65.29 - $72.14 $438,357 - $484,347
6,714 New
6,714 $461,000
Q2 2022

Jul 29, 2022
SELL
N/A
-3 Reduced 0.12%
2,519 $162,000
Q1 2022

May 11, 2022
SELL
N/A
-2 Reduced 0.08%
2,522 $187,000
Q4 2021

Jan 10, 2022
SELL
N/A
-239 Reduced 8.65%
2,524 $196,000
Q3 2021

Nov 24, 2021
BUY
N/A
131 Added 4.98%
2,763 $197,000
Q2 2021

Jul 30, 2021
SELL
N/A
-1,522 Reduced 36.64%
2,632 $188,000
Q1 2021

Apr 29, 2021
BUY
N/A
2,741 Added 193.98%
4,154 $279,000
Q4 2020

Jan 15, 2021
BUY
N/A
522 Added 58.59%
1,413 $88,000
Q3 2020

Oct 21, 2020
BUY
N/A
289 Added 48.01%
891 $48,000
Q2 2020

Jul 10, 2020
SELL
N/A
-144,205 Reduced 99.58%
602 $30,000
Q1 2020

Apr 15, 2020
SELL
N/A
-6,597 Reduced 4.36%
144,807 $6.14 Million
Q4 2019

Jan 22, 2020
SELL
N/A
-6,455 Reduced 4.09%
151,404 $8.54 Million
Q3 2019

Oct 25, 2019
SELL
N/A
-57,483 Reduced 26.69%
157,859 $8.36 Million
Q2 2019

Aug 07, 2019
SELL
N/A
-5,464 Reduced 2.47%
215,342 $11.4 Million
Q1 2019

Apr 29, 2019
SELL
N/A
-15,536 Reduced 6.57%
220,806 $11.1 Million
Q4 2018

Feb 04, 2019
BUY
N/A
3,116 Added 1.34%
236,342 $10.4 Million
Q3 2018

Oct 30, 2018
SELL
N/A
-46,518 Reduced 16.63%
233,226 $12.1 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-9,433 Reduced 3.26%
279,744 $13.8 Million
Q1 2018

May 14, 2018
BUY
N/A
14,126 Added 5.14%
289,177 $13.8 Million
Q4 2017

Feb 14, 2018
BUY
N/A
11,829 Added 4.49%
275,051 $13.7 Million
Q3 2017

Oct 26, 2017
BUY
N/A
20,380 Added 8.39%
263,222 $12.1 Million
Q2 2017

Aug 08, 2017
BUY
N/A
242,842
242,842 $10.7 Million

Others Institutions Holding CFA

# of Institutions
64
Shares Held
4M
Call Options Held
0
Put Options Held
0
View Full List

About VICTORY PORTFOLIOS II SHS US 5

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