Keystone Financial Group Purchases and Sells in Q1 2024

Keystone Financial Group

$675 Million
Q1 2024

Top Buys

Incresed Positions

185 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPYG	109K + 47.94%	$63.12 - $73.73 $6.87M - $8.02M	336K $24.6M
SPY	4.81K + 3.6%	$467.28 - $523.17 $2.25M - $2.51M	138K $72.4M
SPYV	110K + 42.46%	$45.88 - $50.1 $5.04M - $5.51M	369K $18.5M
VOO	10.1K + 39.16%	$429.43 - $481.35 $4.36M - $4.89M	36.1K $17.3M
MSFT	3.74K + 8.56%	$367.75 - $429.37 $1.37M - $1.6M	47.4K $19.9M
BRK-B	2.96K + 10.96%	$359.29 - $420.52 $1.06M - $1.24M	29.9K $12.6M

New Holdings

58 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DYNF	233K New	$38.54 - $44.62 $8.99M - $10.4M	233K $10.4M
HEFA	80.4K New	$31.29 - $34.9 $2.52M - $2.81M	80.4K $2.81M
TFLO	26K New	$50.47 - $50.7 $1.31M - $1.32M	26K $1.32M
SDVY	37.7K New	$31.21 - $34.82 $1.18M - $1.31M	37.7K $1.31M
IQLT	32.4K New	$36.14 - $39.86 $1.17M - $1.29M	32.4K $1.29M
BUFR	30.9K New	$26.3 - $27.96 $812K - $864K	30.9K $863K

Top Sells

Reduced Positions

84 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	-192K - 24.0%	$54.97 - $61.53 $10.5M - $11.8M	608K $37.4M
XLG	-101K - 82.89%	$37.01 - $42.29 $3.75M - $4.28M	20.9K $880K
USFR	-60.2K - 90.11%	$50.23 - $50.46 $3.02M - $3.04M	6.61K $332K
SPLV	-34.8K - 71.28%	$62.43 - $65.87 $2.18M - $2.3M	14K $925K
BA	-353 - 2.6%	$179.84 - $251.76 $63.5K - $88.9K	13.2K $2.55M
BSV	-1.71K - 38.31%	$76.34 - $77.25 $130K - $132K	2.75K $210K

Activity Summary All Purchases 243 New Holdings 58 Increased Positions 185 All Sells 84 Reductions 84 Sold out 0 Calls 0 Puts 0

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