Sage View Advisory Group, LLC Victory Portf Ii Shs Us Lrg Ca Transaction History

Sage View Advisory Group, LLC

$2.35 Trillion
Q1 2025

A detailed history of Sage View Advisory Group, LLC transactions in Victory Portf Ii Shs Us Lrg Ca stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 5,532 shares of CDL stock, worth $363,009. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,532

Previous 4,763 16.15%

Holding current value

$363,009

Previous $311 Million 21.75%

% of portfolio

0.02%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 19, 2025	BUY	$64.2 - $69.24 $49,369 - $53,245	769 Added 16.15%	5,532 $379 Million
Q4 2024 Feb 13, 2025	SELL	$64.34 - $70.57 $444,460 - $487,497	-6,908 Reduced 59.19%	4,763 $311 Million
Q3 2024 Nov 14, 2024	SELL	$60.7 - $67.83 $65,009 - $72,645	-1,071 Reduced 8.41%	11,671 $792 Million
Q2 2024 Aug 14, 2024	BUY	$58.73 - $63.02 $748,337 - $803,000	12,742 New	12,742 $778 Million
Q4 2023 Feb 09, 2024	SELL	$51.79 - $59.14 $13,620 - $15,553	-263 Reduced 1.91%	13,472 $792 Million
Q3 2023 Nov 02, 2023	SELL	$54.27 - $58.97 $7,923 - $8,609	-146 Reduced 1.05%	13,735 $745 Million
Q2 2023 Aug 11, 2023	SELL	$54.07 - $58.38 $406,011 - $438,375	-7,509 Reduced 35.11%	13,881 $785 Million
Q1 2023 May 01, 2023	SELL	$54.52 - $62.29 $201,069 - $229,725	-3,688 Reduced 14.71%	21,390 $1.23 Billion
Q4 2022 Feb 14, 2023	BUY	$52.8 - $61.4 $1.32 Million - $1.54 Million	25,078 New	25,078 $1.48 Billion

Others Institutions Holding CDL

# of Institutions

Shares Held

2.67M

Call Options Held

Put Options Held

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Sage View Advisory Group, LLC Victory Portf Ii Shs Us Lrg Ca Transaction History