Number of Shares
305
Previous 1,418 78.49%
Holding current value
$23.4 Million
Previous $109 Million 78.42%
% of portfolio
0.01%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025

SELL
N/A
-1,113 Reduced 78.49%
305 $23.4 Million
Q1 2025

May 07, 2025

BUY
N/A
240 Added 20.37%
1,418 $109 Million
Q4 2024

Jan 28, 2025

BUY
N/A
1,178 New
1,178 $89.3 Million
Track This Portfolio

Track Keystone Financial Group, Inc. Portfolio

Follow Keystone Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keystone Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Keystone Financial Group, Inc. with notifications on news.