Steward Partners Investment Advisory, LLC Victory Portf Ii Shs Us Lrg Ca Transaction History

Steward Partners Investment Advisory, LLC

  • $16.6 Billion
  • Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Victory Portf Ii Shs Us Lrg Ca stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 950 shares of CDL stock, worth $65,378. This represents 0.0% of its overall portfolio holdings.

Number of Shares
950
Previous 950 -0.0%
Holding current value
$65,378
Previous $63,000 4.76%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
$60.77 - $68.5 $12,154 - $13,700
-200 Reduced 17.39%
950 $63,000
Q4 2024

Feb 06, 2025
BUY
$64.34 - $70.57 $11,259 - $12,349
175 Added 17.95%
1,150 $75,000
Q3 2024

Nov 14, 2024
SELL
$60.7 - $67.83 $1,214 - $1,356
-20 Reduced 2.01%
975 $66,000
Q1 2024

May 15, 2024
BUY
$57.28 - $62.16 $2,291 - $2,486
40 Added 4.19%
995 $61,000
Q3 2023

Nov 13, 2023
SELL
$54.27 - $58.97 $10,636 - $11,558
-196 Reduced 17.03%
955 $51,000
Q2 2023

Aug 14, 2023
SELL
$54.07 - $58.38 $756 - $817
-14 Reduced 1.2%
1,151 $65,000
Q1 2023

May 15, 2023
BUY
$54.52 - $62.29 $41,980 - $47,963
770 Added 194.94%
1,165 $66,000
Q4 2022

Feb 15, 2023
BUY
$52.8 - $61.4 $20,856 - $24,253
395 New
395 $23,000
Q2 2020

Aug 06, 2020
SELL
$33.4 - $44.44 $3,340 - $4,444
-100 Closed
0 $0
Q1 2020

Apr 29, 2020
BUY
$29.89 - $50.97 $2,989 - $5,097
100 New
100 $3,000

Others Institutions Holding CDL

# of Institutions
66
Shares Held
2.73M
Call Options Held
0
Put Options Held
0
View Full List

About VICTORY PORTF II SHS US LRG CA

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