Keystone Financial Group Sells in Q2 2025

Keystone Financial Group

  • $1.07 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SLV
I Shares Silver Trust

ETFs
-1.39K
- 8.75%
$27.08 - $33.74 $37.5K - $46.8K
14.5K $474K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-2.01K
- 13.59%
$27.26 - $34.48 $54.7K - $69.2K
12.8K $439K
BGB
Blackstone Strategic Credit Fund

Financial Services
-1.3K
- 10.11%
$10.85 - $12.12 $14.1K - $15.8K
11.6K $140K
RDVY
First Trust Rising Dividend Ac

ETFs
-2.87K
- 7.33%
$51.6 - $62.74 $148K - $180K
36.3K $2.28M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-700
- 5.76%
$19.44 - $19.56 $13.6K - $13.7K
11.5K $223K
MDIV
First Trust Multi Asset Divers

ETFs
-122
- 0.7%
$14.96 - $16.41 $1.83K - $2K
17.4K $274K
AVUV
American Centy ETF Tr Avantis

ETFs
-311
- 7.75%
$75.17 - $91.21 $23.4K - $28.4K
3.7K $337K
DNP
Dnp Select Income Fund Inc

Financial Services
-195
- 0.23%
$8.89 - $9.88 $1.73K - $1.93K
83.5K $816K
BNDX
Vanguard Total International B

ETFs
-326
- 4.58%
$48.77 - $49.55 $15.9K - $16.2K
6.79K $336K
DGRO
Ishares Core Dividend Growth E

ETFs
-1.94K
- 3.67%
$55.22 - $63.94 $107K - $124K
50.7K $3.24M
TFLO
Ishares Treasury Floating Rate

ETFs
-93
- 0.56%
$50.47 - $50.66 $4.69K - $4.71K
16.6K $842K
IBB
Ishares Biotechnology ETF

ETFs
-4
- 0.15%
$112.02 - $129.0 $448 - $516
2.61K $329K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-28
- 0.54%
$63.54 - $68.5 $1.78K - $1.92K
5.17K $348K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-70
- 1.72%
$49.57 - $50.27 $3.47K - $3.52K
4K $201K
UL
Unilever PLC

Consumer Defensive
-594
- 2.7%
$57.9 - $65.43 $34.4K - $38.9K
21.4K $1.31M
LOGI
Logitech International S.A.

Technology
-230
- 6.47%
$65.57 - $90.16 $15.1K - $20.7K
3.32K $299K
Grayscale Bitcoin Mini Trust ETF
-24
- 0.22%
N/A
10.9K $0
SPTS
Spdr Portfolio Short Term Trea

ETFs
-49
- 0.32%
$29.07 - $29.38 $1.42K - $1.44K
15.1K $443K
Tcw Flexible
-980
- 5.45%
N/A
17K $0
Ge Vernova
-80
- 5.67%
N/A
1.33K $0
EMLP
First Tr Exchange Traded Iv

ETFs
-8
- 0.04%
$33.62 - $37.89 $269 - $303
18.4K $689K
Gsk PLC
-28
- 0.31%
N/A
9.07K $0
Lam Resh Corp
-1
- 0.02%
N/A
6.11K $0
IFN
India Fund Inc

Financial Services
-532
- 4.17%
$13.8 - $16.82 $7.34K - $8.95K
12.2K $202K
IRM
Iron Mountain Inc

Real Estate
-502
- 15.78%
$76.93 - $105.25 $38.6K - $52.8K
2.68K $274K
WELL
Welltower Inc.

Real Estate
-4
- 0.14%
$136.49 - $155.22 $546 - $621
2.91K $447K
CRM
Salesforce, Inc.

Technology
-14
- 0.93%
$236.26 - $291.15 $3.31K - $4.08K
1.48K $404K
HLN
Haleon PLC

Healthcare
-14
- 0.07%
$9.27 - $11.41 $130 - $160
21.2K $220K
PDP
Invesco Exchange Traded Fd Tr

ETFs
-149
- 6.77%
$89.44 - $108.59 $13.3K - $16.2K
2.05K $222K
TRV
Travelers Companies, Inc.

Financial Services
-9
- 0.42%
$233.83 - $276.34 $2.1K - $2.49K
2.11K $564K
RLY
Ssga Active ETF Tr

ETFs
-232
- 1.21%
$25.82 - $29.59 $5.99K - $6.86K
19K $553K
IVZ
Invesco Ltd.

Financial Services
-151
- 1.18%
$12.14 - $15.77 $1.83K - $2.38K
12.6K $198K
FV
First Trust Dorsey Wright Focu

ETFs
-937
- 6.31%
$48.43 - $59.26 $45.4K - $55.5K
13.9K $824K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-9
- 0.61%
$149.76 - $186.42 $1.35K - $1.68K
1.46K $271K
CFO
Victory Portfolios Ii Shs Us 5

ETFs
-3.09K
- 3.63%
$60.86 - $71.29 $188K - $220K
81.8K $5.83M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-352
- 6.15%
$37.77 - $46.15 $13.3K - $16.2K
5.37K $247K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
-178
- 2.14%
$26.53 - $32.81 $4.72K - $5.84K
8.14K $263K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
-200
- 3.03%
$39.44 - $49.12 $7.89K - $9.82K
6.4K $310K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-8.2K
- 13.1%
$22.27 - $29.21 $183K - $239K
54.4K $1.59M
CTBI
Community Trust Bancorp Inc

Financial Services
-109
- 1.06%
$45.64 - $53.22 $4.97K - $5.8K
10.1K $536K
BX
Blackstone Inc.

Financial Services
-105
- 2.73%
$120.07 - $151.11 $12.6K - $15.9K
3.74K $559K
C
Citigroup Inc

Financial Services
-206
- 7.02%
$58.13 - $85.12 $12K - $17.5K
2.73K $232K
XLY
Select Sector Spdr Consumer Di

ETFs
-14
- 0.88%
$176.34 - $218.59 $2.47K - $3.06K
1.58K $344K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-147
- 2.48%
$60.34 - $74.89 $8.87K - $11K
5.78K $432K
SCHW
Schwab Charles Corp

Financial Services
-65
- 2.35%
$69.06 - $91.24 $4.49K - $5.93K
2.7K $246K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-108
- 1.98%
$58.52 - $71.7 $6.32K - $7.74K
5.33K $366K
LMT
Lockheed Martin Corp

Industrials
-31
- 1.09%
$430.82 - $486.45 $13.4K - $15.1K
2.81K $1.3M
QCOM
Qualcomm Inc

Technology
-21
- 0.3%
$124.66 - $159.48 $2.62K - $3.35K
6.93K $1.1M
CAT
Caterpillar Inc

Industrials
-40
- 4.51%
$273.94 - $388.21 $11K - $15.5K
846 $328K
Activity Summary
Buys All Purchases 266 New Holdings 50 Increased Positions 216 Sells All Sells 130 Reductions 130 Sold out 0 Options Calls 0 Puts 0
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