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

Patriot Financial Group Insurance Agency, LLC

$706 Million
Q3 2025

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	SELL	$54.67 - $64.67 $2,678 - $3,168	-49 Reduced 7.46%	608 $34,000
Q1 2022 May 11, 2022	BUY	$62.2 - $70.13 $62 - $70	1 Added 0.15%	657 $42,000
Q4 2021 Jan 10, 2022	BUY	$65.2 - $71.15 $65 - $71	1 Added 0.15%	656 $45,000
Q3 2021 Nov 24, 2021	BUY	$62.43 - $66.43 $62 - $66	1 Added 0.15%	655 $42,000
Q1 2021 Apr 29, 2021	BUY	$53.35 - $66.05 $5,388 - $6,671	101 Added 18.26%	654 $41,000

Q3 2020 Oct 21, 2020	BUY	$38.83 - $44.16 $38 - $44	1 Added 0.18%	553 $23,000
Q2 2020 Jul 10, 2020	BUY	$30.15 - $43.94 $30 - $43	1 Added 0.18%	552 $22,000
Q4 2019 Jan 22, 2020	BUY	$44.23 - $49.82 $44 - $49	1 Added 0.18%	551 $27,000
Q3 2019 Oct 25, 2019	SELL	$45.11 - $47.39 $4,511 - $4,739	-100 Reduced 15.38%	550 $25,000
Q1 2019 Apr 29, 2019	SELL	N/A	-200 Reduced 23.53%	650 $29,000
Q3 2018 Oct 30, 2018	BUY	N/A	127 Added 17.57%	850 $42,000
Q1 2018 May 14, 2018	BUY	N/A	156 Added 27.51%	723 $32,000
Q2 2017 Aug 08, 2017	BUY	N/A	567	567 $24,000

Others Institutions Holding CSA

# of Institutions

Shares Held

108K

Call Options Held

Put Options Held

Tap Consulting, LLC

96.3K
Shares

$6.37 Million
1.52% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

11.8K
Shares

$780,688
0.0% of portfolio
Aspire Wealth Management Corp Waltham, MA

166
Shares

$10,982
0.01% of portfolio

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