Keystone Financial Group Closed Holding Positions

Keystone Financial Group

  • $973 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
INTF
Ishares Tr

ETFs
Q3 2020 Filed on Nov 13, 2020
9,200
$22.99 - $25.05 $212K - $230K
XXII
22nd Century Group, Inc.

Consumer Defensive
Q2 2020 Filed on Aug 13, 2020
25,000
$0.67 - $1.03 $16.8K - $25.8K
Global X
Q2 2020 Filed on Aug 13, 2020
24,593
N/A
Aurora Cannabis
Q2 2020 Filed on Aug 13, 2020
19,051
N/A
HTA
Healthcare Trust Of America, Inc.

Real Estate
Q2 2020 Filed on Aug 13, 2020
8,621
$21.89 - $28.87 $189K - $249K
Alps Alerian
Q2 2020 Filed on Aug 13, 2020
54,722
N/A
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
Q2 2020 Filed on Aug 13, 2020
11,319
$11.32 - $14.33 $128K - $162K
RFDI
First Trust ETF Iii Riverfront

ETFs
Q2 2020 Filed on Aug 13, 2020
5,355
$43.62 - $55.03 $234K - $295K
Tallgrass Energy
Q2 2020 Filed on Aug 13, 2020
10,682
N/A
Fs Kkr
Q2 2020 Filed on Aug 13, 2020
362,186
N/A
CEY
Vicotryshares Emerging Mkt
Q2 2020 Filed on Aug 13, 2020
16,506
N/A
VGSH
Vanguard

ETFs
Q4 2019 Filed on Feb 06, 2020
3,280
$60.69 - $61.1 $199K - $200K
VT
Vanguard Total World Stk Index

ETFs
Q4 2019 Filed on Feb 06, 2020
3,106
$72.8 - $81.27 $226K - $252K
Cbl & Associates
Q4 2019 Filed on Feb 06, 2020
11,585
N/A
Forum Energy
Q3 2019 Filed on Nov 07, 2019
15,000
N/A
Transcanada Corp
Q2 2019 Filed on Aug 07, 2019
5,165
N/A
Sino Global
Q2 2019 Filed on Aug 07, 2019
13,900
N/A
EXC
Exelon Corp

Utilities
Q1 2019 Filed on May 07, 2019
4,489
$31.43 - $36.15 $141K - $162K
Scana Corp
Q1 2019 Filed on May 07, 2019
6,238
N/A
Corporate Capital
Q4 2018 Filed on Feb 11, 2019
126,444
N/A
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
Q4 2018 Filed on Feb 11, 2019
11,894
$12.39 - $17.95 $147K - $213K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q4 2018 Filed on Feb 11, 2019
4,945
$49.58 - $62.49 $245K - $309K
Praxair Inc
Q4 2018 Filed on Feb 11, 2019
1,953
N/A
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
Q4 2018 Filed on Feb 11, 2019
10,088
$11.95 - $13.51 $121K - $136K
Energy Transfer
Q4 2018 Filed on Feb 11, 2019
10,900
N/A
Barclays Bank
Q4 2018 Filed on Feb 11, 2019
14,050
N/A
Apollo Investment
Q3 2018 Filed on Nov 06, 2018
12,115
N/A
Amerigas Partners
Q3 2018 Filed on Nov 06, 2018
4,808
N/A
Windstream Holdings
Q2 2018 Filed on Aug 14, 2018
28,091
N/A
Powershares Dwa
Q2 2018 Filed on Aug 14, 2018
61,561
N/A
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
Q2 2018 Filed on Aug 14, 2018
10,707
$11.01 - $11.72 $118K - $125K
Rydex Guggenheim
Q2 2018 Filed on Aug 14, 2018
35,360
N/A
Powershares Qqq
Q2 2018 Filed on Aug 14, 2018
4,024
N/A
Powershares S&P
Q2 2018 Filed on Aug 14, 2018
60,449
N/A
FRI
First Tr S&P Reit Index Fd

ETFs
Q2 2018 Filed on Aug 14, 2018
12,346
$20.89 - $23.37 $258K - $289K
Global X
Q1 2018 Filed on May 15, 2018
19,582
N/A
IXC
Ishares Tr Global Energy ETF

ETFs
Q1 2018 Filed on May 15, 2018
59,881
N/A
RWO
Spdr Dow Jones Global Real Est

ETFs
Q1 2018 Filed on May 15, 2018
5,269
N/A
Rydex Guggenheim
Q1 2018 Filed on May 15, 2018
38,994
N/A
Track This Portfolio

Track Keystone Financial Group Portfolio

Follow Keystone Financial Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keystone Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Keystone Financial Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email