Keystone Financial Group First Tr Value Line Divid Inde Transaction History

Keystone Financial Group

$1.07 Billion
Q2 2025

A detailed history of Keystone Financial Group transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Keystone Financial Group holds 26,439 shares of FVD stock, worth $1.21 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

26,439

Previous 28,757 8.06%

Holding current value

$1.21 Million

Previous $1.28 Million 7.88%

% of portfolio

0.11%

Previous 0.14%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$40.62 - $45.12 $94,157 - $104,588	-2,318 Reduced 8.06%	26,439 $1.18 Million
Q1 2025 May 13, 2025	BUY	$42.61 - $45.51 $191,787 - $204,840	4,501 Added 18.56%	28,757 $1.28 Million
Q4 2024 Feb 13, 2025	BUY	$43.4 - $46.7 $1.05 Million - $1.13 Million	24,256 New	24,256 $1.06 Million
Q3 2024 Feb 19, 2025	SELL	$40.45 - $45.49 $73,942 - $83,155	-1,828 Reduced 7.54%	22,428 $1.02 Million
Q3 2024 Feb 18, 2025	SELL	$40.45 - $45.49 $641,051 - $720,925	-15,848 Reduced 65.34%	8,408 $382,000
Q1 2024 May 08, 2024	BUY	$39.94 - $42.23 $16,415 - $17,356	411 Added 2.1%	19,939 $842,000
Q4 2023 Feb 09, 2024	BUY	$36.09 - $40.63 $13,497 - $15,195	374 Added 1.95%	19,528 $792,000
Q3 2023 Nov 06, 2023	BUY	$37.39 - $41.11 $51,822 - $56,978	1,386 Added 7.8%	19,154 $716,000
Q2 2023 Aug 07, 2023	BUY	$38.66 - $40.72 $1,159 - $1,221	30 Added 0.17%	17,768 $712,000
Q3 2022 Nov 10, 2022	SELL	$35.79 - $42.23 $1.08 Million - $1.28 Million	-30,249 Reduced 63.04%	17,738 $635,000
Q2 2022 Aug 05, 2022	SELL	$37.24 - $43.02 $2,755 - $3,183	-74 Reduced 0.15%	47,987 $1.86 Million
Q1 2022 May 13, 2022	BUY	$39.95 - $43.09 $13,223 - $14,262	331 Added 0.69%	48,061 $2.03 Million
Q4 2021 Feb 11, 2022	SELL	$39.46 - $43.04 $47,549 - $51,863	-1,205 Reduced 2.46%	47,730 $2.05 Million
Q3 2021 Nov 12, 2021	BUY	$39.2 - $41.72 $15,601 - $16,604	398 Added 0.82%	48,935 $1.92 Million
Q2 2021 Aug 13, 2021	BUY	$38.16 - $40.72 $2,213 - $2,361	58 Added 0.12%	48,537 $1.93 Million
Q1 2021 May 11, 2021	SELL	$34.56 - $38.32 $189,630 - $210,261	-5,487 Reduced 10.17%	48,479 $1.84 Million
Q4 2020 Feb 10, 2021	SELL	$31.33 - $35.27 $436,740 - $491,663	-13,940 Reduced 20.53%	53,966 $1.89 Million
Q3 2020 Nov 13, 2020	SELL	$29.87 - $32.88 $19,594 - $21,569	-656 Reduced 0.96%	67,906 $2.14 Million
Q2 2020 Aug 13, 2020	SELL	$26.27 - $33.19 $2,889 - $3,650	-110 Reduced 0.16%	68,562 $2.08 Million
Q1 2020 May 05, 2020	BUY	$23.88 - $36.88 $185,953 - $287,184	7,787 Added 12.79%	68,672 $1.9 Million
Q4 2019 Feb 06, 2020	BUY	$33.78 - $36.07 $1.64 Million - $1.75 Million	48,593 Added 395.32%	60,885 $2.19 Million
Q3 2019 Nov 07, 2019	BUY	$32.88 - $35.03 $194,583 - $207,307	5,918 Added 92.85%	12,292 $429,000
Q2 2019 Aug 07, 2019	BUY	$32.21 - $34.04 $205,306 - $216,970	6,374 New	6,374 $215,000

Others Institutions Holding FVD

# of Institutions

648

Shares Held

141M

Call Options Held

Put Options Held

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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Keystone Financial Group First Tr Value Line Divid Inde Transaction History