KFGK
Keystone Financial Group (Kentucky)’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74M | Buy |
354,157
+8,311
| +2% | +$1.74M | 6.68% | 2 |
|
|
2025
Q1 | $76M | Sell |
345,846
-14,312
| -4% | -$3.15M | 7.73% | 1 |
|
|
2024
Q4 | $89.4M | Buy |
360,158
+159,259
| +79% | +$39.5M | 8.79% | 1 |
|
|
2024
Q3 | $46.8M | Sell |
200,899
-3,108
| -2% | -$724K | 5.99% | 2 |
|
|
2024
Q2 | $43M | Buy |
204,007
+1,905
| +0.9% | +$401K | 15.39% | 1 |
|
|
2024
Q1 | $34.7M | Buy |
202,102
+8,982
| +5% | +$1.54M | 5.05% | 3 |
|
|
2023
Q4 | $37.2M | Sell |
193,120
-3,816
| -2% | -$735K | 6.46% | 3 |
|
|
2023
Q3 | $33.7M | Sell |
196,936
-360
| -0.2% | -$61.6K | 5.65% | 3 |
|
|
2023
Q2 | $38.3M | Buy |
+197,296
| New | +$38.3M | 6.51% | 2 |
|
|
2022
Q4 | $26.7M | Sell |
205,407
-7,915
| -4% | -$1.03M | 5.27% | 2 |
|
|
2022
Q3 | $29.5M | Sell |
213,322
-2,989
| -1% | -$413K | 5.98% | 2 |
|
|
2022
Q2 | $29.6M | Buy |
216,311
+355
| +0.2% | +$48.5K | 5.86% | 2 |
|
|
2022
Q1 | $37.7M | Sell |
215,956
-1,197
| -0.6% | -$209K | 6.4% | 2 |
|
|
2021
Q4 | $38.6M | Sell |
217,153
-11,584
| -5% | -$2.06M | 6.33% | 2 |
|
|
2021
Q3 | $32.4M | Sell |
228,737
-6,343
| -3% | -$898K | 5.86% | 2 |
|
|
2021
Q2 | $32.2M | Sell |
235,080
-11,754
| -5% | -$1.61M | 5.83% | 2 |
|
|
2021
Q1 | $30.2M | Sell |
246,834
-8,271
| -3% | -$1.01M | 5.87% | 2 |
|
|
2020
Q4 | $33.9M | Sell |
255,105
-8,806
| -3% | -$1.17M | 7.04% | 2 |
|
|
2020
Q3 | $30.6M | Buy |
263,911
+193,812
| +276% | +$22.4M | 7.5% | 2 |
|
|
2020
Q2 | $25.6M | Sell |
70,099
-1,025
| -1% | -$374K | 6.95% | 2 |
|
|
2020
Q1 | $18.1M | Buy |
71,124
+1,484
| +2% | +$377K | 5.99% | 2 |
|
|
2019
Q4 | $20.5M | Sell |
69,640
-2,159
| -3% | -$634K | 5.49% | 2 |
|
|
2019
Q3 | $16.1M | Sell |
71,799
-1,099
| -2% | -$246K | 4.95% | 2 |
|
|
2019
Q2 | $14.4M | Sell |
72,898
-498
| -0.7% | -$98.6K | 4.69% | 3 |
|
|
2019
Q1 | $13.9M | Buy |
73,396
+5,088
| +7% | +$966K | 4.96% | 2 |
|
|
2018
Q4 | $10.8M | Buy |
68,308
+2,152
| +3% | +$339K | 4.87% | 2 |
|
|
2018
Q3 | $15M | Buy |
66,156
+383
| +0.6% | +$87K | 6.15% | 1 |
|
|
2018
Q2 | $12.3M | Buy |
65,773
+384
| +0.6% | +$71.9K | 6.87% | 1 |
|
|
2018
Q1 | $10.9M | Buy |
65,389
+1,170
| +2% | +$195K | 6.05% | 3 |
|
|
2017
Q4 | $11.2M | Buy |
+64,219
| New | +$11.2M | 6.96% | 2 |
|