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

Steward Partners Investment Advisory, LLC

$8.95 Billion
Q1 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Victory Portf Ii Shs Us Small stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 445 shares of CSB stock, worth $25,556. This represents 0.0% of its overall portfolio holdings.

Number of Shares

445

Previous 445 -0.0%

Holding current value

$25,556

Previous $24,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	SELL	$48.09 - $52.25 $16,350 - $17,765	-340 Reduced 43.31%	445 $22,000
Q1 2023 May 15, 2023	SELL	$49.61 - $58.52 $542,733 - $640,208	-10,940 Reduced 93.3%	785 $40,000
Q4 2022 Feb 15, 2023	SELL	$50.81 - $55.16 $175,294 - $190,302	-3,450 Reduced 22.73%	11,725 $604,000
Q3 2022 Nov 10, 2022	SELL	N/A	-6,088 Reduced 28.63%	15,175 $703,000
Q2 2022 Aug 04, 2022	SELL	N/A	-2,728 Reduced 11.37%	21,263 $1.11 Million

Q1 2022 May 02, 2022	BUY	N/A	5,214 Added 27.77%	23,991 $1.4 Million
Q4 2021 Feb 08, 2022	BUY	N/A	8,041 Added 74.9%	18,777 $1.15 Million
Q3 2021 Nov 12, 2021	BUY	N/A	4,616 Added 75.42%	10,736 $617,000
Q2 2021 Aug 13, 2021	BUY	N/A	5,820 Added 1940.0%	6,120 $368,000
Q1 2021 May 14, 2021	BUY	N/A	300 New	300 $0

Others Institutions Holding CSB

# of Institutions

Shares Held

1.43M

Call Options Held

Put Options Held

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About VICTORY PORTF II SHS US SMALL

Ticker CSB
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Steward Partners Investment Advisory, LLC Victory Portf Ii Shs Us Small Transaction History