Patriot Financial Group Insurance Agency, LLC Victory Portf Ii Shs Us Lrg Ca 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 Portf Ii Shs Us Lrg Ca stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 8,970 shares of CDL stock, worth $547,618. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,970
Previous 76,534 88.28%
Holding current value
$547,618
Previous $4.47 Million 87.55%
% of portfolio
0.09%
Previous 0.85%

Shares

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

Apr 30, 2024
SELL
$57.28 - $62.16 $3.87 Million - $4.2 Million
-67,564 Reduced 88.28%
8,970 $557,000
Q4 2023

Jan 19, 2024
SELL
$51.79 - $59.14 $14,604 - $16,677
-282 Reduced 0.37%
76,534 $4.47 Million
Q3 2023

Oct 19, 2023
SELL
$54.27 - $58.97 $197,488 - $214,591
-3,639 Reduced 4.52%
76,816 $4.17 Million
Q2 2023

Jul 17, 2023
BUY
$54.07 - $58.38 $515,016 - $556,069
9,525 Added 13.43%
80,455 $4.55 Million
Q1 2023

Apr 20, 2023
BUY
$54.52 - $62.29 $2.35 Million - $2.68 Million
43,015 Added 154.09%
70,930 $4.08 Million
Q4 2022

Jan 17, 2023
BUY
$57.13 - $61.4 $227,434 - $244,433
3,981 Added 16.63%
27,915 $0
Q3 2022

Oct 31, 2022
BUY
N/A
23,934 New
23,934 $1.27 Million
Q4 2018

Feb 04, 2019
SELL
N/A
-323 Closed
0 $0
Q3 2018

Oct 30, 2018
SELL
N/A
-1,714 Reduced 84.14%
323 $15,000
Q2 2018

Aug 14, 2018
BUY
N/A
635 Added 45.29%
2,037 $92,000
Q1 2018

May 14, 2018
BUY
N/A
720 Added 105.57%
1,402 $61,000
Q4 2017

Feb 14, 2018
BUY
N/A
682
682 $31,000

Others Institutions Holding CDL

# of Institutions
54
Shares Held
2.35M
Call Options Held
0
Put Options Held
0
View Full List

About VICTORY PORTF II SHS US LRG CA

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