Keystone Financial Group Closed Holding Positions

Keystone Financial Group

  • $274 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VSMV
Victoryshares Us Multifactor M

ETFs
Q2 2022 Filed on Aug 05, 2022
5,303
$35.61 - $42.51 $189K - $225K
IWM
Ishares Russell 2000 ETF

ETFs
Q2 2022 Filed on Aug 05, 2022
1,290
$163.9 - $207.91 $211K - $268K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
Q2 2022 Filed on Aug 05, 2022
18,553
$13.05 - $15.77 $242K - $293K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 05, 2022
8,054
$9.18 - $27.81 $73.9K - $224K
AIG
American International Group, Inc.

Financial Services
Q2 2022 Filed on Aug 05, 2022
3,667
$49.6 - $64.41 $182K - $236K
SWAN
Amplify ETF Tr Blackswan Growt
Q2 2022 Filed on Aug 05, 2022
8,867
N/A
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q2 2022 Filed on Aug 05, 2022
2,520
$67.79 - $84.74 $171K - $214K
Draftkings Inc
Q2 2022 Filed on Aug 05, 2022
13,758
N/A
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q1 2022 Filed on May 13, 2022
4,893
$34.89 - $41.24 $171K - $202K
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q1 2022 Filed on May 13, 2022
40,179
$59.94 - $62.99 $2.41M - $2.53M
BGR
Black Rock Energy & Resources Trust

Financial Services
Q1 2022 Filed on May 13, 2022
10,428
$9.73 - $11.73 $101K - $122K
VTWO
Vanguard Russell 2000 ETF

ETFs
Q1 2022 Filed on May 13, 2022
2,456
$77.21 - $90.84 $190K - $223K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q1 2022 Filed on May 13, 2022
2,277
$52.29 - $96.99 $119K - $221K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
Q1 2022 Filed on May 13, 2022
3,723
$44.04 - $57.61 $164K - $214K
VAW
Vanguard Materials ETF

ETFs
Q1 2022 Filed on May 13, 2022
1,069
$175.8 - $197.21 $188K - $211K
IBUY
Amplify ETF Tr Amplify Online

ETFs
Q1 2022 Filed on May 13, 2022
4,466
$56.84 - $89.45 $254K - $399K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q1 2022 Filed on May 13, 2022
92,322
$48.28 - $50.36 $4.46M - $4.65M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
Q1 2022 Filed on May 13, 2022
3,229
$46.13 - $65.16 $149K - $210K
CCI
Crown Castle International Corp

Real Estate
Q1 2022 Filed on May 13, 2022
988
$159.93 - $207.74 $158K - $205K
XLC
Select Sector Spdr Tr Communic

ETFs
Q1 2022 Filed on May 13, 2022
4,770
$63.62 - $78.22 $303K - $373K
IWR
Ishares Russell Mid Cap ETF

ETFs
Q1 2022 Filed on May 13, 2022
3,077
$72.29 - $82.89 $222K - $255K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q1 2022 Filed on May 13, 2022
1,625
$93.61 - $194.94 $152K - $317K
GBIL
Goldman Sachs Access Treasury

ETFs
Q1 2022 Filed on May 13, 2022
12,271
$99.92 - $100.05 $1.23M - $1.23M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
Q1 2022 Filed on May 13, 2022
5,435
$91.4 - $91.43 $497K - $497K
GILD
Gilead Sciences, Inc.

Healthcare
Q1 2022 Filed on May 13, 2022
3,182
$57.92 - $72.58 $184K - $231K
SQ
Block, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
1,078
$158.3 - $265.08 $171K - $286K
DDD
3 D Systems Corp

Technology
Q4 2021 Filed on Feb 11, 2022
7,860
$20.77 - $33.88 $163K - $266K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
2,572
$81.21 - $82.44 $209K - $212K
CCL
Carnival Corp

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
10,871
$16.38 - $26.09 $178K - $284K
LUV
Southwest Airlines CO

Industrials
Q4 2021 Filed on Feb 11, 2022
5,090
$39.36 - $55.06 $200K - $280K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
Q4 2021 Filed on Feb 11, 2022
31,072
$38.5 - $43.37 $1.2M - $1.35M
DVY
Ishares Tr

ETFs
Q4 2021 Filed on Feb 11, 2022
2,810
$114.37 - $122.59 $321K - $344K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
2,539
$111.96 - $177.7 $284K - $451K
ZM
Zoom Video Communications, Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
612
$257.41 - $401.12 $158K - $245K
NIO
Nio Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
4,480
$34.9 - $50.9 $156K - $228K
General Electric
Q3 2021 Filed on Nov 12, 2021
52,405
N/A
Slack Technologies
Q3 2021 Filed on Nov 12, 2021
5,170
N/A
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
Q3 2021 Filed on Nov 12, 2021
4,725
$46.8 - $52.52 $221K - $248K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q3 2021 Filed on Nov 12, 2021
1,653
$125.08 - $136.86 $207K - $226K
Invesco Dynamic
Q3 2021 Filed on Nov 12, 2021
12,379
N/A
HDV
Ishares Core High Dividend ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
2,457
$94.26 - $98.35 $232K - $242K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q3 2021 Filed on Nov 12, 2021
2,627
$73.87 - $92.86 $194K - $244K
Greensky Inc
Q3 2021 Filed on Nov 12, 2021
25,200
N/A
DD
Du Pont De Nemours, Inc.

Basic Materials
Q3 2021 Filed on Nov 12, 2021
2,751
$67.35 - $79.55 $185K - $219K
SBIO
Alps ETF Tr Medical Breakthrou

ETFs
Q3 2021 Filed on Nov 12, 2021
4,100
$41.55 - $49.93 $170K - $205K
CMCSA
Comcast Corp

Communication Services
Q3 2021 Filed on Nov 12, 2021
3,508
$54.75 - $61.75 $192K - $217K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
Q2 2021 Filed on Aug 13, 2021
4,881
$58.75 - $63.84 $287K - $312K
DTE
Dte Energy CO

Utilities
Q2 2021 Filed on Aug 13, 2021
1,683
$110.2 - $122.68 $185K - $206K
Ishares Gold
Q2 2021 Filed on Aug 13, 2021
221,583
N/A
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