Patriot Financial Group Insurance Agency’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.77M | Sell |
24,776
-1,291
| -5% | -$92K | 0.2% | 130 |
|
2025
Q1 | $1.79M | Sell |
26,067
-959
| -4% | -$65.7K | 0.24% | 109 |
|
2024
Q4 | $1.86M | Sell |
27,026
-62
| -0.2% | -$4.27K | 0.25% | 92 |
|
2024
Q3 | $1.89M | Sell |
27,088
-181
| -0.7% | -$12.6K | 0.25% | 97 |
|
2024
Q2 | $1.75M | Sell |
27,269
-475
| -2% | -$30.5K | 0.26% | 89 |
|
2024
Q1 | $1.83M | Buy |
27,744
+40
| +0.1% | +$2.64K | 0.29% | 78 |
|
2023
Q4 | $1.68M | Sell |
27,704
-989
| -3% | -$60K | 0.32% | 71 |
|
2023
Q3 | $1.69M | Sell |
28,693
-1,562
| -5% | -$92K | 0.35% | 61 |
|
2023
Q2 | $1.86M | Buy |
30,255
+458
| +2% | +$28.2K | 0.35% | 61 |
|
2023
Q1 | $1.86M | Buy |
29,797
+1,947
| +7% | +$121K | 0.38% | 58 |
|
2022
Q4 | $1.78M | Buy |
27,850
+1,540
| +6% | +$98.6K | 0.24% | 48 |
|
2022
Q3 | $1.69M | Buy |
26,310
+292
| +1% | +$18.7K | 0.41% | 51 |
|
2022
Q2 | $1.67M | Buy |
26,018
+1,073
| +4% | +$69K | 0.34% | 57 |
|
2022
Q1 | $1.85M | Buy |
24,945
+330
| +1% | +$24.4K | 0.33% | 59 |
|
2021
Q4 | $1.91M | Buy |
24,615
+907
| +4% | +$70.5K | 0.32% | 62 |
|
2021
Q3 | $1.69M | Sell |
23,708
-730
| -3% | -$51.9K | 0.3% | 65 |
|
2021
Q2 | $1.74M | Sell |
24,438
-100
| -0.4% | -$7.13K | 0.32% | 65 |
|
2021
Q1 | $1.65M | Buy |
24,538
+299
| +1% | +$20.1K | 0.38% | 42 |
|
2020
Q4 | $1.51M | Sell |
24,239
-12,527
| -34% | -$781K | 0.38% | 45 |
|
2020
Q3 | $2M | Sell |
36,766
-10,587
| -22% | -$576K | 0.65% | 22 |
|
2020
Q2 | $2.46M | Buy |
47,353
+19,027
| +67% | +$987K | 0.94% | 14 |
|
2020
Q1 | $1.32M | Sell |
28,326
-5,617
| -17% | -$262K | 0.6% | 27 |
|
2019
Q4 | $1.79M | Sell |
33,943
-1,431
| -4% | -$75.3K | 0.67% | 23 |
|
2019
Q3 | $1.75M | Sell |
35,374
-563
| -2% | -$27.8K | 0.78% | 21 |
|
2019
Q2 | $1.77M | Buy |
35,937
+825
| +2% | +$40.6K | 0.76% | 21 |
|
2019
Q1 | $1.64M | Buy |
35,112
+2,751
| +9% | +$129K | 0.84% | 18 |
|
2018
Q4 | $1.42M | Buy |
32,361
+16,380
| +102% | +$719K | 0.94% | 14 |
|
2018
Q3 | $827K | Buy |
15,981
+3,081
| +24% | +$159K | 0.49% | 25 |
|
2018
Q2 | $637K | Buy |
12,900
+613
| +5% | +$30.3K | 0.68% | 25 |
|
2018
Q1 | $587K | Buy |
12,287
+2,007
| +20% | +$95.9K | 0.43% | 51 |
|
2017
Q4 | $509K | Buy |
10,280
+1,012
| +11% | +$50.1K | 0.38% | 57 |
|
2017
Q3 | $427K | Buy |
9,268
+1,507
| +19% | +$69.4K | 0.38% | 58 |
|
2017
Q2 | $342K | Buy |
7,761
+1,454
| +23% | +$64.1K | 0.36% | 54 |
|
2017
Q1 | $266K | Buy |
6,307
+654
| +12% | +$27.6K | 0.28% | 61 |
|
2016
Q4 | $230K | Buy |
+5,653
| New | +$230K | 0.31% | 59 |
|