Ever Source Wealth Advisors, LLC Victory Portfolios Ii Shs Inco Transaction History

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Victory Portfolios Ii Shs Inco stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 201 shares of CDC stock, worth $13,259. This represents 0.0% of its overall portfolio holdings.

Number of Shares
201
Previous 384 47.66%
Holding current value
$13,259
Previous $24,000 45.83%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
$64.0 - $66.91 $11,712 - $12,244
-183 Reduced 47.66%
201 $13,000
Q2 2025

Aug 13, 2025
SELL
$58.28 - $65.68 $111,431 - $125,580
-1,912 Reduced 83.28%
384 $24,000
Q1 2025

May 13, 2025
SELL
$61.46 - $66.32 $150,699 - $162,616
-2,452 Reduced 51.64%
2,296 $150,000
Q4 2024

Feb 07, 2025
SELL
$61.65 - $67.55 $222,803 - $244,125
-3,614 Reduced 43.22%
4,748 $297,000
Q3 2024

Nov 08, 2024
BUY
$58.2 - $64.99 $442,378 - $493,988
7,601 Added 998.82%
8,362 $543,000
Q2 2024

Aug 13, 2024
SELL
$56.32 - $60.45 $342,707 - $367,838
-6,085 Reduced 88.88%
761 $44,000
Q1 2024

Jun 11, 2024
SELL
$54.89 - $59.53 $216,211 - $234,488
-3,939 Reduced 36.52%
6,846 $407,000
Q4 2023

Feb 09, 2024
SELL
$55.11 - $56.96 $478,354 - $494,412
-8,680 Reduced 44.59%
10,785 $610,000
Q3 2023

Nov 03, 2023
SELL
$55.47 - $58.3 $576,555 - $605,970
-10,394 Reduced 34.81%
19,465 $1.09 Million
Q2 2023

Aug 04, 2023
SELL
$56.96 - $60.89 $855,653 - $914,689
-15,022 Reduced 33.47%
29,859 $1.72 Million
Q1 2023

May 11, 2023
BUY
$57.54 - $65.62 $239,366 - $272,979
4,160 Added 10.22%
44,881 $2.72 Million
Q4 2022

Feb 09, 2023
BUY
$59.91 - $64.8 $73,090 - $79,056
1,220 Added 3.09%
40,721 $2.53 Million
Q3 2022

Nov 07, 2022
BUY
$59.36 - $69.92 $119,254 - $140,469
2,009 Added 5.36%
39,501 $2.35 Million
Q2 2022

Aug 01, 2022
BUY
$63.39 - $73.87 $610,509 - $711,441
9,631 Added 34.57%
37,492 $2.48 Million
Q1 2022

May 25, 2022
BUY
$67.69 - $72.62 $741,611 - $795,624
10,956 Added 64.81%
27,861 $2 Million
Q4 2021

Feb 07, 2022
BUY
$64.9 - $69.6 $1.1 Million - $1.18 Million
16,905 New
16,905 $1.18 Million

Others Institutions Holding CDC

# of Institutions
109
Shares Held
8.63M
Call Options Held
0
Put Options Held
0
View Full List

About VICTORY PORTFOLIOS II SHS INCO

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