Keystone Financial Group First Tr Morningstar Dividend Transaction History

Keystone Financial Group

  • $296 Million
  • Q3 2024

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
SELL
$35.29 - $38.48 $952 - $1,038
-27 Reduced 0.18%
15,396 $592,000
Q4 2023

Feb 09, 2024
SELL
$31.58 - $36.4 $2,557 - $2,948
-81 Reduced 0.52%
15,423 $553,000
Q3 2023

Nov 06, 2023
BUY
$33.36 - $35.96 $900 - $970
27 Added 0.17%
15,504 $518,000
Q2 2023

Aug 07, 2023
BUY
$33.19 - $36.38 $135,481 - $148,503
4,082 Added 35.82%
15,477 $526,000
Q4 2022

Feb 07, 2023
BUY
$33.07 - $38.07 $3,141 - $3,616
95 Added 0.84%
11,395 $416,000
Q3 2022

Nov 10, 2022
BUY
$32.13 - $37.78 $120,744 - $141,977
3,758 Added 49.83%
11,300 $363,000
Q2 2022

Aug 05, 2022
BUY
$34.6 - $39.18 $1,245 - $1,410
36 Added 0.48%
7,542 $266,000
Q1 2022

May 13, 2022
BUY
$35.1 - $37.75 $263,460 - $283,351
7,506 New
7,506 $281,000
Q1 2021

May 11, 2021
SELL
$29.2 - $32.92 $226,446 - $255,294
-7,755 Closed
0 $0
Q4 2020

Feb 10, 2021
SELL
$25.5 - $30.51 $1.95 Million - $2.33 Million
-76,483 Reduced 90.79%
7,755 $229,000
Q3 2020

Nov 13, 2020
SELL
$24.81 - $27.46 $48,702 - $53,903
-1,963 Reduced 2.28%
84,238 $2.2 Million
Q2 2020

Aug 13, 2020
SELL
$21.3 - $29.06 $2,236 - $3,051
-105 Reduced 0.12%
86,201 $2.19 Million
Q1 2020

May 05, 2020
SELL
$19.15 - $32.68 $44,006 - $75,098
-2,298 Reduced 2.59%
86,306 $1.93 Million
Q4 2019

Feb 06, 2020
BUY
$29.94 - $32.68 $126,855 - $138,465
4,237 Added 5.02%
88,604 $2.89 Million
Q3 2019

Nov 07, 2019
SELL
$29.15 - $31.57 $28,654 - $31,033
-983 Reduced 1.15%
84,367 $2.62 Million
Q2 2019

Aug 07, 2019
SELL
$28.96 - $30.64 $14,740 - $15,595
-509 Reduced 0.59%
85,350 $2.62 Million
Q1 2019

May 07, 2019
SELL
$27.03 - $30.26 $98,875 - $110,691
-3,658 Reduced 4.09%
85,859 $2.59 Million
Q4 2018

Feb 11, 2019
SELL
$25.99 - $30.19 $27,549 - $32,001
-1,060 Reduced 1.17%
89,517 $2.44 Million
Q3 2018

Nov 06, 2018
SELL
$28.49 - $30.14 $56,609 - $59,888
-1,987 Reduced 2.15%
90,577 $2.71 Million
Q2 2018

Aug 14, 2018
SELL
$27.65 - $29.13 $89,862 - $94,672
-3,250 Reduced 3.39%
92,564 $2.64 Million
Q1 2018

May 15, 2018
BUY
$27.43 - $31.14 $2.63 Million - $2.98 Million
95,814 New
95,814 $2.71 Million

Others Institutions Holding FDL

# of Institutions
393
Shares Held
64.6M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR MORNINGSTAR DIVIDEND

FDL Quotes by TradingView
  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
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