Keystone Financial Group First Tr Nasdaq Clean Edge Sma Transaction History

Keystone Financial Group

$1.07 Billion
Q2 2025

A detailed history of Keystone Financial Group transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Keystone Financial Group holds 3,443 shares of GRID stock, worth $496,859. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,443

Previous 2,722 26.49%

Holding current value

$496,859

Previous $307,000 55.7%

% of portfolio

0.04%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$101.69 - $139.02 $73,318 - $100,233	721 Added 26.49%	3,443 $478,000
Q1 2025 May 13, 2025	SELL	$113.13 - $127.79 $2.45 Million - $2.77 Million	-21,700 Reduced 88.85%	2,722 $307,000
Q4 2024 Feb 13, 2025	BUY	$119.34 - $127.78 $2.91 Million - $3.12 Million	24,422 New	24,422 $2.91 Million
Q3 2024 Feb 19, 2025	SELL	$110.06 - $128.44 $311,910 - $363,998	-2,834 Reduced 11.6%	21,588 $2.75 Million
Q3 2024 Feb 18, 2025	BUY	$110.06 - $128.44 $10.2 Million - $11.9 Million	92,949 Added 380.6%	117,371 $14.9 Million
Q1 2024 May 08, 2024	SELL	$98.77 - $114.86 $3,456 - $4,020	-35 Reduced 0.17%	20,674 $2.37 Million
Q4 2023 Feb 09, 2024	BUY	$85.32 - $105.07 $19,452 - $23,955	228 Added 1.11%	20,709 $2.17 Million
Q3 2023 Nov 06, 2023	BUY	$93.06 - $107.86 $1.58 Million - $1.84 Million	17,028 Added 493.14%	20,481 $1.92 Million
Q2 2023 Aug 07, 2023	BUY	$94.41 - $105.64 $325,997 - $364,774	3,453 New	3,453 $362,000

Others Institutions Holding GRID

# of Institutions

339

Shares Held

11.3M

Call Options Held

2.5K

Put Options Held

View Full List

About FIRST TR NASDAQ CLEAN EDGE SMA

Ticker GRID
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Keystone Financial Group First Tr Nasdaq Clean Edge Sma Transaction History