Keystone Financial Group Closed Holding Positions

Keystone Financial Group

  • $675 Million
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VSMV
Victoryshares Us Multifactor M

ETFs
Q2 2022 Filed on Aug 05, 2022
5,303
N/A
SWAN
Amplify ETF Tr Blackswan Growt
Q2 2022 Filed on Aug 05, 2022
8,867
N/A
Draftkings Inc
Q2 2022 Filed on Aug 05, 2022
13,758
N/A
IWM
Ishares Russell 2000 ETF

ETFs
Q2 2022 Filed on Aug 05, 2022
1,290
$163.9 - $207.91 $211K - $268K
AIG
American International Group, Inc.

Financial Services
Q2 2022 Filed on Aug 05, 2022
3,667
$49.6 - $64.41 $182K - $236K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 05, 2022
8,054
$9.18 - $27.81 $73.9K - $224K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
Q2 2022 Filed on Aug 05, 2022
18,553
$13.05 - $15.77 $242K - $293K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q2 2022 Filed on Aug 05, 2022
2,520
N/A
VTWO
Vanguard Russell 2000 ETF

ETFs
Q1 2022 Filed on May 13, 2022
2,456
N/A
IBUY
Amplify ETF Tr Amplify Online

ETFs
Q1 2022 Filed on May 13, 2022
4,466
$56.84 - $89.45 $254K - $399K
VAW
Vanguard Materials ETF

ETFs
Q1 2022 Filed on May 13, 2022
1,069
N/A
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q1 2022 Filed on May 13, 2022
2,277
$52.29 - $96.99 $119K - $221K
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q1 2022 Filed on May 13, 2022
40,179
N/A
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q1 2022 Filed on May 13, 2022
1,625
$93.61 - $194.94 $152K - $317K
BGR
Black Rock Energy & Resources Trust

Financial Services
Q1 2022 Filed on May 13, 2022
10,428
$9.73 - $11.73 $101K - $122K
IAU
Ishares Gold Trust

ETFs
Q1 2022 Filed on May 13, 2022
14,289
$34.0 - $38.98 $486K - $557K
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q1 2022 Filed on May 13, 2022
4,893
N/A
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
Q1 2022 Filed on May 13, 2022
3,229
$46.13 - $65.16 $149K - $210K
CCI
Crown Castle International Corp

Real Estate
Q1 2022 Filed on May 13, 2022
988
$159.93 - $207.74 $158K - $205K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q1 2022 Filed on May 13, 2022
92,322
N/A
FPXI
First Tr Exchange Traded Fd Ii

ETFs
Q1 2022 Filed on May 13, 2022
3,723
N/A
GILD
Gilead Sciences, Inc.

Healthcare
Q1 2022 Filed on May 13, 2022
3,182
$57.92 - $72.58 $184K - $231K
XLC
Select Sector Spdr Tr Communic

ETFs
Q1 2022 Filed on May 13, 2022
4,770
N/A
IWR
Ishares Russell Mid Cap ETF

ETFs
Q1 2022 Filed on May 13, 2022
3,077
$72.29 - $82.89 $222K - $255K
GBIL
Goldman Sachs Access Treasury

ETFs
Q1 2022 Filed on May 13, 2022
12,271
N/A
CCL
Carnival Corp

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
10,871
$16.38 - $26.09 $178K - $284K
LUV
Southwest Airlines CO

Industrials
Q4 2021 Filed on Feb 11, 2022
5,090
$39.36 - $55.06 $200K - $280K
SQ
Block, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
1,078
$158.3 - $265.08 $171K - $286K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
2,572
N/A
DDD
3 D Systems Corp

Technology
Q4 2021 Filed on Feb 11, 2022
7,860
$20.77 - $33.88 $163K - $266K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
Q4 2021 Filed on Feb 11, 2022
31,072
$38.5 - $43.37 $1.2M - $1.35M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
2,539
$111.96 - $177.7 $284K - $451K
DVY
Ishares Tr

ETFs
Q4 2021 Filed on Feb 11, 2022
2,810
N/A
General Electric
Q3 2021 Filed on Nov 12, 2021
52,405
N/A
NIO
Nio Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
4,480
$34.9 - $50.9 $156K - $228K
ZM
Zoom Video Communications, Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
612
$257.41 - $401.12 $158K - $245K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
Q3 2021 Filed on Nov 12, 2021
4,725
$46.8 - $52.52 $221K - $248K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q3 2021 Filed on Nov 12, 2021
1,653
$125.08 - $136.86 $207K - $226K
Slack Technologies
Q3 2021 Filed on Nov 12, 2021
5,170
N/A
Invesco Dynamic
Q3 2021 Filed on Nov 12, 2021
12,379
N/A
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q3 2021 Filed on Nov 12, 2021
2,627
$73.87 - $92.86 $194K - $244K
HDV
Ishares Core High Dividend ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
2,457
$94.26 - $98.35 $232K - $242K
SBIO
Alps ETF Tr Medical Breakthrou

ETFs
Q3 2021 Filed on Nov 12, 2021
4,100
$41.55 - $49.93 $170K - $205K
Greensky Inc
Q3 2021 Filed on Nov 12, 2021
25,200
N/A
DD
Du Pont De Nemours, Inc.

Basic Materials
Q3 2021 Filed on Nov 12, 2021
2,751
$67.35 - $79.55 $185K - $219K
CMCSA
Comcast Corp

Communication Services
Q3 2021 Filed on Nov 12, 2021
3,508
$54.75 - $61.75 $192K - $217K
QS
Quantum Scape Corp

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
5,396
$24.06 - $49.38 $130K - $266K
HEES
H&E Equipment Services, Inc.

Industrials
Q2 2021 Filed on Aug 13, 2021
5,459
$31.71 - $41.17 $173K - $225K
DTE
Dte Energy CO

Utilities
Q2 2021 Filed on Aug 13, 2021
1,683
$110.2 - $122.68 $185K - $206K
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