Keystone Financial Services Closed Holding Positions

Keystone Financial Services

$254 Million
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
VLUE Ishares Msci Usa Value Factor ETFs	Q2 2022 Filed on Aug 03, 2022	27,902	$88.4 - $105.81 $2.47M - $2.95M
C Citigroup Inc Financial Services	Q1 2022 Filed on May 10, 2022	3,591	$53.4 - $67.84 $192K - $244K
PKI Perkinelmer Inc Healthcare	Q1 2022 Filed on May 10, 2022	1,100	$162.31 - $192.2 $179K - $211K
ORI Old Republic International Corp Financial Services	Q1 2022 Filed on May 10, 2022	8,760	$24.25 - $26.91 $212K - $236K
MMP Magellan Midstream Partners, L.P. Energy	Q1 2022 Filed on May 10, 2022	5,715	$45.79 - $50.57 $262K - $289K
LOW Lowes Companies Inc Consumer Cyclical	Q1 2022 Filed on May 10, 2022	1,175	$202.19 - $259.81 $238K - $305K
IGSB Ishares Trust Ishares 1 5 Year ETFs	Q1 2022 Filed on May 10, 2022	27,723	$51.49 - $53.86 $1.43M - $1.49M
USIG Ishares Tr Broad Usd Inbd Etfv ETFs	Q1 2022 Filed on May 10, 2022	5,498	$54.36 - $59.32 $299K - $326K
IEF Ishares Barclays ETFs	Q1 2022 Filed on May 10, 2022	2,870	$106.08 - $113.93 $304K - $327K
IXG Ishares Global Fin'L ETF ETFs	Q1 2022 Filed on May 10, 2022	47,941	$72.45 - $85.55 $3.47M - $4.1M
HD Home Depot, Inc. Consumer Cyclical	Q1 2022 Filed on May 10, 2022	651	$299.33 - $412.84 $195K - $269K
EXPD Expeditors International Of Washington Inc Industrials	Q1 2022 Filed on May 10, 2022	1,536	$98.18 - $130.79 $151K - $201K
EPD Enterprise Products Partners L.P. Energy	Q1 2022 Filed on May 10, 2022	11,431	$22.64 - $26.07 $259K - $298K
TYL Tyler Technologies Inc Technology	Q1 2022 Filed on May 10, 2022	424	$391.52 - $523.85 $166K - $222K

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