Keystone Financial Services Purchases and Sells in Q3 2024

Keystone Financial Services

$254 Million
Q3 2024

Top Buys

Incresed Positions

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFV	154K + 140.79%	$51.72 - $57.96 $7.99M - $8.95M	264K $15.2M
IUSB	105K + 18.73%	$44.83 - $47.42 $4.7M - $4.97M	664K $31.3M
EMXC	34.7K + 37.89%	$56.04 - $62.99 $1.94M - $2.18M	126K $7.71M
BRK-B	285 + 4.08%	$405.19 - $478.57 $115K - $136K	7.27K $3.34M
ORCL	790 + 7.2%	$125.9 - $170.35 $99.5K - $135K	11.8K $2M
PM	837 + 8.74%	$101.25 - $127.45 $84.7K - $107K	10.4K $1.26M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
WMG	9.9K New	$27.51 - $32.17 $272K - $319K	9.9K $309K
YUMC	6.19K New	$29.24 - $45.37 $181K - $281K	6.19K $278K
AVGO	1.54K New	$136.27 - $1745.86 $210K - $2.69M	1.54K $265K
IQV	1.01K New	$206.81 - $251.55 $208K - $253K	1.01K $238K
CEG	898 New	$167.08 - $262.86 $150K - $236K	898 $233K
NFG	3.82K New	$54.14 - $61.22 $207K - $234K	3.82K $231K

Top Sells

Reduced Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-9.6K - 10.37%	$520.18 - $576.82 $4.99M - $5.54M	82.9K $47.8M
IEMG	-43.2K - 40.78%	$53.64 - $53.64 $2.32M - $2.32M	62.7K $3.36M
IYW	-8.16K - 15.25%	$133.16 - $158.73 $1.09M - $1.29M	45.3K $6.87M
IVW	-19.4K - 8.69%	$84.77 - $97.13 $1.65M - $1.89M	204K $19.5M
EFG	-12.9K - 9.02%	$96.84 - $108.77 $1.25M - $1.4M	130K $14M
TLT	-4.04K - 9.72%	$89.91 - $101.33 $363K - $409K	37.5K $3.68M

Activity Summary All Purchases 62 New Holdings 13 Increased Positions 49 All Sells 31 Reductions 31 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

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

News

Stay updated on Keystone Financial Services with notifications on news.