Patriot Financial Group Insurance Agency, LLC Victory Portf Ii Shs Us Disc E Transaction History

Patriot Financial Group Insurance Agency, LLC

  • $720 Million
  • Q3 2024

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Victory Portf Ii Shs Us Disc E stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 4,486 shares of CSF stock, worth $249,107. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,486
Previous 4,473 0.29%
Holding current value
$249,107
Previous $224,000 8.93%
% of portfolio
0.03%
Previous 0.03%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$49.28 - $55.14 $640 - $716
13 Added 0.29%
4,486 $244,000
Q2 2024

Jul 26, 2024
SELL
$47.75 - $51.65 $6,876 - $7,437
-144 Reduced 3.12%
4,473 $224,000
Q1 2024

Apr 30, 2024
BUY
$46.87 - $51.25 $281 - $307
6 Added 0.13%
4,617 $236,000
Q4 2023

Jan 19, 2024
BUY
$46.97 - $49.35 $1,315 - $1,381
28 Added 0.61%
4,611 $226,000
Q3 2023

Oct 19, 2023
BUY
$47.58 - $52.84 $856 - $951
18 Added 0.39%
4,583 $221,000
Q2 2023

Jul 17, 2023
BUY
$50.94 - $52.15 $815 - $834
16 Added 0.35%
4,565 $237,000
Q1 2023

Apr 20, 2023
BUY
$49.72 - $57.33 $22,722 - $26,199
457 Added 11.17%
4,549 $235,000
Q4 2022

Jan 17, 2023
BUY
$53.89 - $58.71 $916 - $998
17 Added 0.42%
4,092 $0
Q3 2022

Oct 31, 2022
BUY
$54.28 - $56.93 $2,714 - $2,846
50 Added 1.24%
4,075 $221,000
Q2 2022

Jul 29, 2022
BUY
$54.59 - $60.14 $163 - $180
3 Added 0.07%
4,025 $222,000
Q1 2022

May 11, 2022
BUY
$57.25 - $65.52 $229 - $262
4 Added 0.1%
4,022 $241,000
Q4 2021

Jan 10, 2022
BUY
$60.23 - $66.38 $602 - $663
10 Added 0.25%
4,018 $258,000
Q3 2021

Nov 24, 2021
BUY
$57.06 - $61.92 $513 - $557
9 Added 0.23%
4,008 $243,000
Q2 2021

Jul 30, 2021
BUY
$58.58 - $62.59 $351 - $375
6 Added 0.15%
3,999 $242,000
Q1 2021

Apr 29, 2021
BUY
$49.72 - $61.62 $39,974 - $49,542
804 Added 25.21%
3,993 $236,000
Q4 2020

Jan 15, 2021
BUY
$40.1 - $50.41 $8,340 - $10,485
208 Added 6.98%
3,189 $160,000
Q3 2020

Oct 21, 2020
BUY
$37.64 - $42.33 $11,442 - $12,868
304 Added 11.36%
2,981 $119,000
Q2 2020

Jul 10, 2020
SELL
$31.44 - $42.01 $6,162 - $8,233
-196 Reduced 6.82%
2,677 $104,000
Q1 2020

Apr 15, 2020
BUY
$31.54 - $40.0 $33,211 - $42,120
1,053 Added 57.86%
2,873 $93,000
Q4 2019

Jan 22, 2020
BUY
$35.3 - $39.74 $247 - $278
7 Added 0.39%
1,820 $72,000
Q3 2019

Oct 25, 2019
BUY
$36.15 - $36.53 $72 - $73
2 Added 0.11%
1,813 $66,000
Q3 2018

Oct 30, 2018
BUY
N/A
125 Added 7.41%
1,811 $88,000
Q2 2018

Aug 14, 2018
BUY
N/A
631 Added 59.81%
1,686 $80,000
Q1 2018

May 14, 2018
BUY
N/A
253 Added 31.55%
1,055 $46,000
Q4 2017

Feb 14, 2018
BUY
N/A
401 Added 100.0%
802 $39,000
Q3 2017

Oct 26, 2017
BUY
N/A
1 Added 0.25%
401 $18,000
Q2 2017

Aug 08, 2017
BUY
N/A
400
400 $17,000

Others Institutions Holding CSF

# of Institutions
23
Shares Held
535K
Call Options Held
0
Put Options Held
0
View Full List

About VICTORY PORTF II SHS US DISC E

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