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

Keystone Financial Group

$1.07 Billion
Q2 2025

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	SELL	$50.27 - $57.35 $12,466 - $14,222	-248 Reduced 5.8%	4,031 $207,000
Q4 2024 Feb 13, 2025	BUY	$53.35 - $60.1 $228,284 - $257,167	4,279 New	4,279 $234,000
Q3 2024 Feb 19, 2025	BUY	$49.28 - $55.14 $14,833 - $16,597	301 Added 7.03%	4,580 $250,000
Q3 2024 Feb 18, 2025	SELL	$49.28 - $55.14 $92,547 - $103,552	-1,878 Reduced 43.89%	2,401 $131,000
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

3

Shares Held

117K

Call Options Held

0

Put Options Held

0

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

99.1K
Shares

$5.06 Million
0.01% of portfolio
Lumature Wealth Partners, LLC Alpharetta, GA

17K
Shares

$867,050
0.53% of portfolio
Sunbelt Securities, Inc. Houston, TX

893
Shares

$45,569
0.0% of portfolio

About VICTORY PORTF II SHS US DISC E

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