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

Steward Partners Investment Advisory, LLC

$11 Billion
Q4 2024

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 1,150 shares of CDL stock, worth $79,039. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,150

Previous 975 17.95%

Holding current value

$79,039

Previous $66,000 13.64%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

2.53M

Call Options Held

Put Options Held

View Full List

About VICTORY PORTF II SHS US LRG CA

Ticker CDL
Sector ETFs
Industry ETFs

More about CDL

Track This Portfolio

Portfolio Update

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

News

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

Account

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