Keystone Financial Group Victory Portf Ii Shs Us Disc E Transaction History

Keystone Financial Group

$296 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 08, 2024	BUY	$46.87 - $51.25 $343,510 - $375,611	7,329 New	7,329 $375,000
Q4 2019 Feb 06, 2020	SELL	$35.3 - $39.74 $55,915 - $62,948	-1,584 Reduced 21.0%	5,960 $236,000
Q3 2019 Nov 07, 2019	SELL	$36.15 - $36.53 $350,365 - $354,048	-9,692 Reduced 56.23%	7,544 $274,000
Q2 2019 Aug 07, 2019	SELL	N/A	-7,310 Reduced 29.78%	17,236 $651,000
Q1 2019 May 07, 2019	SELL	N/A	-5,636 Reduced 18.67%	24,546 $970,000
Q4 2018 Feb 11, 2019	BUY	N/A	1,331 Added 4.61%	30,182 $1.19 Million
Q3 2018 Nov 06, 2018	BUY	N/A	1,281 Added 4.65%	28,851 $1.38 Million
Q2 2018 Aug 14, 2018	BUY	N/A	4,164 Added 17.79%	27,570 $1.32 Million
Q1 2018 May 15, 2018	SELL	N/A	-172,536 Reduced 88.05%	23,406 $1.02 Million
Q4 2017 Feb 09, 2018	BUY	N/A	195,942	195,942 $9.54 Million

Others Institutions Holding CSF

# of Institutions

23

Shares Held

535K

Call Options Held

0

Put Options Held

0

Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

99.1K
Shares

$5.52 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

87.7K
Shares

$4.88 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

48.2K
Shares

$2.68 Million
0.01% of portfolio
Cwm, LLC

46.6K
Shares

$2.59 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

46.2K
Shares

$2.57 Million
0.0% of portfolio

About VICTORY PORTF II SHS US DISC E

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