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

Steward Partners Investment Advisory, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$64.15 - $66.93 $68,961 - $71,949	1,075 Added 24.1%	5,535 $355,000
Q4 2021 Feb 08, 2022	BUY	$71.19 - $77.8 $3,559 - $3,890	50 Added 1.13%	4,460 $347,000
Q2 2021 Aug 13, 2021	SELL	$67.78 - $71.82 $1,694 - $1,795	-25 Reduced 0.56%	4,410 $315,000
Q1 2021 May 14, 2021	SELL	$61.42 - $67.3 $18,426 - $20,190	-300 Reduced 6.34%	4,435 $0
Q4 2020 Feb 11, 2021	BUY	$53.98 - $62.38 $136,839 - $158,133	2,535 Added 115.23%	4,735 $295,000
Q3 2020 Oct 30, 2020	BUY	$51.67 - $56.73 $10,334 - $11,346	200 Added 10.0%	2,200 $120,000
Q2 2019 Jul 25, 2019	BUY	N/A	2,000 New	2,000 $97,000

3.97M

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.