Keystone Financial Group Purchases in Q4 2024

Keystone Financial Group

  • $973 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BGB
Blackstone Strategic Credit Fund

Financial Services
13.3K
New
$12.19 - $12.64 $162K - $168K
13.3K $162K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
13.2K
New
$11.91 - $14.14 $157K - $187K
13.2K $161K
IVE
Ishares S&P 500 Value ETF

ETFs
775
New
$189.5 - $206.17 $147K - $160K
775 $147K
ADBE
Adobe Inc.

Technology
390
+ 99.24%
$437.39 - $552.96 $171K - $216K
783 $348K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
10K
New
$13.32 - $14.3 $133K - $143K
10K $134K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
379
+ 15.31%
$172.07 - $207.36 $65.2K - $78.6K
2.85K $563K
CSX
Csx Corp

Industrials
5.2K
+ 32.12%
$31.58 - $36.88 $164K - $192K
21.4K $689K
CVX
Chevron Corp

Energy
1.12K
+ 7.08%
$141.15 - $162.53 $158K - $182K
16.9K $2.45M
ACHR
Archer Aviation Inc.

Industrials
11.1K
New
$2.94 - $11.33 $32.7K - $126K
11.1K $108K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
1.95K
New
$46.53 - $49.91 $90.7K - $97.3K
1.95K $93K
AXP
American Express CO

Financial Services
163
+ 9.64%
$267.35 - $305.57 $43.6K - $49.8K
1.85K $549K
SO
Southern CO

Utilities
2.04K
+ 18.53%
$81.5 - $94.15 $166K - $192K
13K $1.07M
CRBU
Caribou Biosciences, Inc.

Healthcare
45.4K
New
$1.59 - $2.79 $72.2K - $127K
45.4K $72K
GRAB
Grab Holdings LTD

Technology
15.2K
New
$3.6 - $5.67 $54.7K - $86.2K
15.2K $71K
LUMN
Lumen Technologies, Inc.

Communication Services
16.7K
+ 156.21%
$5.31 - $10.12 $88.5K - $169K
27.3K $145K
COP
Conocophillips

Energy
787
+ 33.18%
$95.12 - $114.72 $74.9K - $90.3K
3.16K $313K
PM
Philip Morris International Inc.

Consumer Defensive
644
+ 3.86%
$118.38 - $133.06 $76.2K - $85.7K
17.3K $2.09M
WM
Waste Management Inc

Industrials
347
+ 15.36%
$201.79 - $228.46 $70K - $79.3K
2.61K $525K
MO
Altria Group, Inc.

Consumer Defensive
715
+ 8.15%
$49.06 - $57.74 $35.1K - $41.3K
9.48K $495K
DDD
3 D Systems Corp

Technology
13.2K
New
$2.67 - $4.09 $35.2K - $54K
13.2K $43K
MA
Mastercard Inc

Financial Services
1
+ 0.08%
$491.3 - $536.15 $491 - $536
1.22K $640K
CHX
Champion X Corp

Energy
2.18K
+ 31.41%
$25.79 - $32.51 $56.2K - $70.9K
9.12K $247K
TGT
Target Corp

Consumer Defensive
535
+ 29.82%
$121.59 - $160.69 $65.1K - $86K
2.33K $314K
DEO
Diageo PLC

Consumer Defensive
989
+ 13.9%
$118.0 - $139.88 $117K - $138K
8.1K $1.03M
BK
Bank Of New York Mellon Corp

Financial Services
1
+ 0.02%
$70.82 - $81.87 $70.8 - $81.9
6.49K $498K
OKE
Oneok Inc

Energy
5
+ 0.18%
$92.28 - $117.05 $461 - $585
2.71K $271K
GLD
Spdr Gold Trust

ETFs
97
+ 4.38%
$236.59 - $257.5 $22.9K - $25K
2.31K $559K
YUM
Yum Brands Inc

Consumer Cyclical
220
+ 12.63%
$130.36 - $139.54 $28.7K - $30.7K
1.96K $263K
UNH
Unitedhealth Group Inc

Healthcare
382
+ 16.89%
$485.52 - $625.25 $185K - $239K
2.64K $1.34M
DE
Deere & CO

Industrials
3
+ 0.17%
$389.45 - $466.0 $1.17K - $1.4K
1.8K $761K
ALL
Allstate Corp

Financial Services
1
+ 0.05%
$181.25 - $208.2 $181 - $208
2.14K $411K
ABC
Amerisourcebergen Corp

Healthcare
32
+ 3.01%
N/A
1.1K $202K
BTI
British American Tobacco P.L.C.

Consumer Defensive
267
+ 1.53%
$34.25 - $37.94 $9.14K - $10.1K
17.7K $642K
TFC
Truist Financial Corp

Financial Services
22
+ 0.32%
$41.51 - $48.1 $913 - $1.06K
6.8K $294K
Tcw Tr
6.89K
New
N/A
6.89K $0
Super Micro
8.25K
New
N/A
8.25K $0
Kenvue Inc
578
+ 4.75%
N/A
12.7K $0
Blackrock Intl
209K
New
N/A
209K $0
Blackrock Ishares
51.4K
New
N/A
51.4K $0
Solventum Corp
12
+ 0.35%
N/A
3.46K $0
Lam Resh Corp
5.91K
New
N/A
5.91K $0
Ge Healthcare
30
+ 1.17%
N/A
2.6K $0
T Rowe
195K
New
N/A
195K $0
BFB
Brown Forman Corp Cl B
1.23K
+ 17.36%
N/A
8.3K $0
Ishares Bitcoin
11.4K
New
N/A
11.4K $0
Victory Victoryshares
525K
New
N/A
525K $0
CGMU
Capital Group Core Plus Income
10.4K
New
N/A
10.4K $0
Grayscale Bitcoin Mini Trust ETF
7.31K
New
N/A
7.31K $0
Wells Fargo & C 7.5 Pfdconv Ser L
509
+ 19.43%
N/A
3.13K $0
Activity Summary
Buys All Purchases 330 New Holdings 223 Increased Positions 107 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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