Keystone Financial Group (Kentucky)’s Artisan Partners APAM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1M	Buy	27,517 +2,726	+11%	+$111K	0.07%	197
2025 Q4	$1.01M	Hold	24,791	–	–	0.07%	175
2025 Q3	$1.08M	Hold	24,791	–	–	0.08%	155
2025 Q2	$1.1M	Hold	24,791	–	–	0.1%	144
2025 Q1	$969K	Buy	24,791 +5,874	+31%	+$249K	0.1%	146
2024 Q4	$814K	Hold	18,917	–	–	0.08%	164
2024 Q3	$819K	Buy	18,917 +233	+1%	+$9.62K	0.1%	142
2024 Q2	$771K	Hold	18,684	–	–	0.28%	59
2024 Q1	$855K	Buy	18,684 +800	+4%	+$34.4K	0.12%	126
2023 Q4	$790K	Hold	17,884	–	–	0.14%	117
2023 Q3	$669K	Buy	17,884 +250	+1%	+$9.69K	0.11%	128
2023 Q2	$693K	Buy	+17,634	New	+$609K	0.12%	126
2022 Q4	$553K	Sell	18,634 -1,200	-6%	-$36.9K	0.11%	140
2022 Q3	$534K	Sell	19,834 -1,100	-5%	-$38.7K	0.11%	136
2022 Q2	$745K	Buy	20,934 +900	+4%	+$32.7K	0.15%	119
2022 Q1	$788K	Sell	20,034 -1,450	-7%	-$58.9K	0.13%	121
2021 Q4	$1.02M	Buy	21,484 +14	+0.1%	+$672	0.17%	106
2021 Q3	$1.05M	Hold	21,470	–	–	0.19%	102
2021 Q2	$1.09M	Buy	21,470 +250	+1%	+$13.1K	0.2%	100
2021 Q1	$1.11M	Sell	21,220 -700	-3%	-$35.7K	0.22%	94
2020 Q4	$1.1M	Buy	21,920 +6,236	+40%	+$283K	0.23%	90
2020 Q3	$612K	Buy	15,684 +3,675	+31%	+$135K	0.15%	124
2020 Q2	$390K	Hold	12,009	–	–	0.11%	144
2020 Q1	$258K	Buy	12,009 +2,600	+28%	+$77.9K	0.09%	168
2019 Q4	$304K	Hold	9,409	–	–	0.08%	177
2019 Q3	$266K	Buy	9,409 +1,600	+20%	+$44.8K	0.08%	186
2019 Q2	$215K	Buy	+7,809	New	+$208K	0.07%	205