Keystone Financial Group Closed Holding Positions

Keystone Financial Group

  • $973 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q2 2022 Filed on Aug 05, 2022
2,520
$67.79 - $84.74 $171K - $214K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 05, 2022
8,054
$9.18 - $27.81 $73.9K - $224K
SWAN
Amplify ETF Tr Blackswan Growt
Q2 2022 Filed on Aug 05, 2022
8,867
N/A
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
AIG
American International Group, Inc.

Financial Services
Q2 2022 Filed on Aug 05, 2022
3,667
$49.6 - $64.41 $182K - $236K
Draftkings Inc
Q2 2022 Filed on Aug 05, 2022
13,758
N/A
IWM
Ishares Russell 2000 ETF

ETFs
Q2 2022 Filed on Aug 05, 2022
1,290
$163.9 - $207.91 $211K - $268K
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q1 2022 Filed on May 13, 2022
4,893
$34.89 - $41.24 $171K - $202K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q1 2022 Filed on May 13, 2022
2,277
$52.29 - $96.99 $119K - $221K
GILD
Gilead Sciences, Inc.

Healthcare
Q1 2022 Filed on May 13, 2022
3,182
$57.92 - $72.58 $184K - $231K
BGR
Black Rock Energy & Resources Trust

Financial Services
Q1 2022 Filed on May 13, 2022
10,428
$9.73 - $11.73 $101K - $122K
IBUY
Amplify ETF Tr Amplify Online

ETFs
Q1 2022 Filed on May 13, 2022
4,466
$56.84 - $89.45 $254K - $399K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
Q1 2022 Filed on May 13, 2022
5,435
$91.4 - $91.43 $497K - $497K
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
IWR
Ishares Russell Mid Cap ETF

ETFs
Q1 2022 Filed on May 13, 2022
3,077
$72.29 - $82.89 $222K - $255K
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
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q1 2022 Filed on May 13, 2022
40,179
$59.94 - $62.99 $2.41M - $2.53M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
Q4 2021 Filed on Feb 11, 2022
31,072
$38.5 - $43.37 $1.2M - $1.35M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
2,539
$111.96 - $177.7 $284K - $451K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
2,572
$81.21 - $82.44 $209K - $212K
SQ
Block, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
1,078
$158.3 - $265.08 $171K - $286K
HDV
Ishares Core High Dividend ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
2,457
$94.26 - $98.35 $232K - $242K
Slack Technologies
Q3 2021 Filed on Nov 12, 2021
5,170
N/A
Invesco Dynamic
Q3 2021 Filed on Nov 12, 2021
12,379
N/A
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q3 2021 Filed on Nov 12, 2021
1,653
$125.08 - $136.86 $207K - $226K
Greensky Inc
Q3 2021 Filed on Nov 12, 2021
25,200
N/A
ZM
Zoom Video Communications, Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
612
$257.41 - $401.12 $158K - $245K
CMCSA
Comcast Corp

Communication Services
Q3 2021 Filed on Nov 12, 2021
3,508
$54.75 - $61.75 $192K - $217K
General Electric
Q3 2021 Filed on Nov 12, 2021
52,405
N/A
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q3 2021 Filed on Nov 12, 2021
2,627
$73.87 - $92.86 $194K - $244K
Seagate Technology
Q2 2021 Filed on Aug 13, 2021
19,944
N/A
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
HEES
H&E Equipment Services, Inc.

Industrials
Q2 2021 Filed on Aug 13, 2021
5,459
$31.71 - $41.17 $173K - $225K
Varian Medical
Q2 2021 Filed on Aug 13, 2021
1,700
N/A
Ishares Gold
Q2 2021 Filed on Aug 13, 2021
221,583
N/A
Fs Kkr
Q2 2021 Filed on Aug 13, 2021
14,390
N/A
Allianzgi Equity
Q1 2021 Filed on May 11, 2021
43,148
N/A
AMC
Amc Entertainment Holdings, Inc.

Communication Services
Q1 2021 Filed on May 11, 2021
11,726
$1.98 - $19.9 $23.2K - $233K
IBIO
I Bio, Inc.

Healthcare
Q1 2021 Filed on May 11, 2021
12,700
$1.18 - $2.62 $15K - $33.3K
ESCR
Xtrackers Bloomberg Us Investm
Q1 2021 Filed on May 11, 2021
8,785
N/A
HTRB
Hartford Fds Total Return Bd E

ETFs
Q1 2021 Filed on May 11, 2021
9,207
$40.12 - $41.83 $369K - $385K
CIEN
Ciena Corp

Technology
Q1 2021 Filed on May 11, 2021
7,299
$48.87 - $57.24 $357K - $418K
PLUG
Plug Power Inc

Industrials
Q1 2021 Filed on May 11, 2021
6,025
$30.78 - $73.18 $185K - $441K
SH
Proshares Short S&P500 New (De

ETFs
Q4 2020 Filed on Feb 10, 2021
26,847
$17.97 - $20.76 $482K - $557K
CHTR
Charter Communications, Inc.

Communication Services
Q4 2020 Filed on Feb 10, 2021
376
$572.58 - $680.76 $215K - $256K
RDS-A
Shell PLC

Energy
Q4 2020 Filed on Feb 10, 2021
10,169
$21.96 - $36.93 $223K - $376K
BAX
Baxter International Inc

Healthcare
Q3 2020 Filed on Nov 13, 2020
2,347
$78.33 - $90.73 $184K - $213K
Denbury Resource
Q3 2020 Filed on Nov 13, 2020
20,981
N/A
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