Keystone Financial Services Purchases and Sells in Q2 2025

Keystone Financial Services

$276 Million
Q2 2025

Top Buys

Incresed Positions

55 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFV	140K + 68.66%	$52.4 - $64.65 $7.35M - $9.06M	344K $21.9M
IEMG	113K + 102.68%	N/A	223K $11.9M
IVE	16.4K + 21.76%	$168.34 - $195.42 $2.76M - $3.2M	91.6K $17.9M
OEF	9.65K + 50.61%	N/A	28.7K $7.64M
QUAL	5.86K + 4.76%	$152.42 - $182.82 $893K - $1.07M	129K $23.6M
DYNF	3.19K + 0.91%	$43.53 - $54.46 $139K - $174K	353K $19.2M

New Holdings

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IAGG	88K New	$50.09 - $51.09 $4.41M - $4.5M	88K $4.5M
AMAT	4.86K New	$126.95 - $183.52 $617K - $892K	4.86K $889K
STIP	5.26K New	$102.02 - $103.5 $536K - $544K	5.26K $540K
PEP	2.07K New	$128.02 - $151.37 $265K - $314K	2.07K $273K
APH	2.6K New	$59.09 - $98.75 $153K - $256K	2.6K $256K
NFG	2.98K New	$73.0 - $86.01 $217K - $256K	2.98K $252K

Top Sells

Reduced Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-34.6K - 47.41%	$498.8 - $620.9 $17.3M - $21.5M	38.4K $23.8M
EMXC	-104K - 93.89%	$50.08 - $63.14 $5.22M - $6.59M	6.79K $428K
BRK-B	-1.19K - 16.47%	$483.48 - $539.8 $576K - $643K	6.04K $2.93M
IAU	-15.6K - 26.61%	$56.1 - $64.74 $874K - $1.01M	43K $2.68M
TLT	-2.36K - 26.12%	$83.97 - $92.85 $198K - $219K	6.67K $588K
BDX	-48 - 1.34%	$165.15 - $226.42 $7.93K - $10.9K	3.53K $607K

Activity Summary All Purchases 76 New Holdings 21 Increased Positions 55 All Sells 34 Reductions 34 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.