Steward Partners Investment Advisory, LLC Victory Portfolios Ii Shs Us 5 Transaction History

Steward Partners Investment Advisory, LLC

  • $8.95 Billion
  • Q1 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Victory Portfolios Ii Shs Us 5 stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 1,825 shares of CFO stock, worth $116,982. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,825
Previous 4,625 60.54%
Holding current value
$116,982
Previous $280,000 57.14%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 15, 2024
SELL
$59.53 - $65.95 $166,684 - $184,660
-2,800 Reduced 60.54%
1,825 $120,000
Q4 2023

Feb 12, 2024
SELL
$55.89 - $61.06 $32,136 - $35,109
-575 Reduced 11.06%
4,625 $280,000
Q3 2023

Nov 13, 2023
SELL
$58.71 - $63.37 $51,958 - $56,082
-885 Reduced 14.54%
5,200 $306,000
Q4 2022

Feb 15, 2023
BUY
$63.45 - $69.03 $34,897 - $37,966
550 Added 9.94%
6,085 $389,000
Q3 2022

Nov 10, 2022
BUY
N/A
1,075 Added 24.1%
5,535 $355,000
Q4 2021

Feb 08, 2022
BUY
N/A
50 Added 1.13%
4,460 $347,000
Q2 2021

Aug 13, 2021
SELL
N/A
-25 Reduced 0.56%
4,410 $315,000
Q1 2021

May 14, 2021
SELL
N/A
-300 Reduced 6.34%
4,435 $0
Q4 2020

Feb 11, 2021
BUY
N/A
2,535 Added 115.23%
4,735 $295,000
Q3 2020

Oct 30, 2020
BUY
N/A
200 Added 10.0%
2,200 $120,000
Q2 2019

Jul 25, 2019
BUY
N/A
2,000 New
2,000 $97,000

Others Institutions Holding CFO

# of Institutions
71
Shares Held
3.92M
Call Options Held
0
Put Options Held
0
View Full List

About VICTORY PORTFOLIOS II SHS US 5

CFO Quotes by TradingView
  • Ticker CFO
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More about CFO
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