Keystone Financial Services Purchases and Sells in Q4 2024

Keystone Financial Services

$258 Million
Q4 2024

Top Buys

Incresed Positions

60 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	843 + 1.02%	$570.51 - $610.59 $481K - $515K	83.8K $49.3M
IVW	2.55K + 1.25%	$94.43 - $105.47 $240K - $269K	207K $21M
DYNF	4.11K + 1.2%	$49.03 - $53.35 $201K - $219K	346K $17.7M
IYW	474 + 1.05%	$148.14 - $166.23 $70.2K - $78.8K	45.8K $7.3M
JPM	121 + 1.44%	$205.18 - $250.29 $24.8K - $30.3K	8.51K $2.04M
GOOG	98 + 0.94%	$163.08 - $198.16 $16K - $19.4K	10.6K $2.01M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	28.6K New	$33.92 - $36.6 $969K - $1.05M	28.6K $987K
VOO	934 New	$521.84 - $558.82 $487K - $522K	934 $503K
DFAX	19K New	$24.76 - $27.04 $471K - $515K	19K $473K
MTUM	1.52K New	$201.32 - $217.44 $305K - $330K	1.52K $313K
DFCF	5.91K New	$41.17 - $43.34 $243K - $256K	5.91K $244K
BIO	719 New	$313.15 - $374.28 $225K - $269K	719 $236K

Top Sells

Reduced Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IGEB	-2.14K - 18.06%	$44.21 - $46.46 $94.7K - $99.6K	9.72K $431K
INTC	-401 - 3.29%	$19.07 - $26.23 $7.65K - $10.5K	11.8K $236K
QCOM	-1 - 0.05%	$150.4 - $178.04 $150 - $178	2.15K $330K
ALLE	-17 - 0.79%	$130.63 - $153.36 $2.22K - $2.61K	2.15K $280K
INGR	-150 - 5.9%	$132.76 - $154.86 $19.9K - $23.2K	2.39K $328K
FISV	-106 - 5.24%	N/A	1.92K $240K

Activity Summary All Purchases 72 New Holdings 12 Increased Positions 60 All Sells 21 Reductions 21 Sold out 0 Calls 0 Puts 0

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