Keystone Financial Group Victory Portf Ii Shs Us Lrg Ca Transaction History

Keystone Financial Group

  • $922 Million
  • Q1 2025

A detailed history of Keystone Financial Group transactions in Victory Portf Ii Shs Us Lrg Ca stock. As of the latest transaction made, Keystone Financial Group holds 3,529 shares of CDL stock, worth $231,925. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,529
Previous 8,148 56.69%
Holding current value
$231,925
Previous $532,000 54.7%
% of portfolio
0.03%
Previous 0.05%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$64.2 - $69.24 $296,539 - $319,819
-4,619 Reduced 56.69%
3,529 $241,000
Q4 2024

Feb 13, 2025
BUY
$64.34 - $70.57 $524,242 - $575,004
8,148 New
8,148 $532,000
Q3 2024

Feb 19, 2025
BUY
$60.7 - $67.83 $50,502 - $56,434
832 Added 10.21%
8,980 $609,000
Q3 2024

Feb 18, 2025
SELL
$60.7 - $67.83 $420,772 - $470,197
-6,932 Reduced 85.08%
1,216 $82,000
Q4 2023

Feb 09, 2024
SELL
$51.79 - $59.14 $2,641 - $3,016
-51 Reduced 0.56%
8,980 $524,000
Q2 2022

Aug 05, 2022
SELL
$55.6 - $64.8 $28,022 - $32,659
-504 Reduced 5.29%
9,031 $525,000
Q1 2022

May 13, 2022
SELL
$59.35 - $63.73 $5,638 - $6,054
-95 Reduced 0.99%
9,535 $602,000
Q4 2021

Feb 11, 2022
SELL
$57.0 - $61.12 $172,710 - $185,193
-3,030 Reduced 23.93%
9,630 $589,000
Q3 2021

Nov 12, 2021
SELL
$55.69 - $58.91 $87,154 - $92,194
-1,565 Reduced 11.0%
12,660 $720,000
Q2 2021

Aug 13, 2021
SELL
$54.81 - $58.67 $37,599 - $40,247
-686 Reduced 4.6%
14,225 $806,000
Q1 2021

May 11, 2021
SELL
$46.47 - $55.05 $74,909 - $88,740
-1,612 Reduced 9.76%
14,911 $816,000
Q4 2020

Feb 10, 2021
SELL
$40.18 - $47.63 $554,725 - $657,579
-13,806 Reduced 45.52%
16,523 $778,000
Q3 2020

Nov 13, 2020
SELL
$38.16 - $42.4 $91,698 - $101,887
-2,403 Reduced 7.34%
30,329 $1.23 Million
Q1 2020

May 05, 2020
BUY
$29.89 - $50.97 $54,549 - $93,020
1,825 Added 5.9%
32,732 $1.15 Million
Q4 2019

Feb 06, 2020
BUY
$46.02 - $50.66 $62,173 - $68,441
1,351 Added 4.57%
30,907 $1.56 Million
Q3 2019

Nov 07, 2019
BUY
$47.37 - $48.2 $92,087 - $93,700
1,944 Added 7.04%
29,556 $1.42 Million
Q2 2019

Aug 07, 2019
SELL
N/A
-176 Reduced 0.63%
27,612 $1.3 Million
Q1 2019

May 07, 2019
SELL
N/A
-227 Reduced 0.81%
27,788 $1.28 Million
Q4 2018

Feb 11, 2019
BUY
N/A
94 Added 0.34%
28,015 $1.16 Million
Q3 2018

Nov 06, 2018
SELL
N/A
-5,092 Reduced 15.42%
27,921 $1.29 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-345 Reduced 1.03%
33,013 $1.48 Million
Q1 2018

May 15, 2018
BUY
N/A
33,358 New
33,358 $1.45 Million

Others Institutions Holding CDL

# of Institutions
64
Shares Held
2.67M
Call Options Held
0
Put Options Held
0
View Full List

About VICTORY PORTF II SHS US LRG CA

CDL Quotes by TradingView
  • Ticker CDL
  • Sector ETFs
  • Industry ETFs
More about CDL
Track This Portfolio

Track Keystone Financial Group Portfolio

Follow Keystone Financial Group 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, based on Form 13F filings with the SEC.

News

Stay updated on Keystone Financial Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email