Keystone Financial Group (Kentucky)’s Artisan Partners APAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Hold |
24,791
| – | – | 0.1% | 144 |
|
|
2025
Q1 | $969K | Buy |
24,791
+5,874
| +31% | +$230K | 0.1% | 146 |
|
|
2024
Q4 | $814K | Hold |
18,917
| – | – | 0.08% | 164 |
|
|
2024
Q3 | $819K | Buy |
18,917
+233
| +1% | +$10.1K | 0.1% | 142 |
|
|
2024
Q2 | $771K | Hold |
18,684
| – | – | 0.28% | 59 |
|
|
2024
Q1 | $855K | Buy |
18,684
+800
| +4% | +$36.6K | 0.12% | 126 |
|
|
2023
Q4 | $790K | Hold |
17,884
| – | – | 0.14% | 117 |
|
|
2023
Q3 | $669K | Buy |
17,884
+250
| +1% | +$9.36K | 0.11% | 128 |
|
|
2023
Q2 | $693K | Buy |
+17,634
| New | +$693K | 0.12% | 126 |
|
|
2022
Q4 | $553K | Sell |
18,634
-1,200
| -6% | -$35.6K | 0.11% | 140 |
|
|
2022
Q3 | $534K | Sell |
19,834
-1,100
| -5% | -$29.6K | 0.11% | 136 |
|
|
2022
Q2 | $745K | Buy |
20,934
+900
| +4% | +$32K | 0.15% | 119 |
|
|
2022
Q1 | $788K | Sell |
20,034
-1,450
| -7% | -$57K | 0.13% | 121 |
|
|
2021
Q4 | $1.02M | Buy |
21,484
+14
| +0.1% | +$667 | 0.17% | 106 |
|
|
2021
Q3 | $1.05M | Hold |
21,470
| – | – | 0.19% | 102 |
|
|
2021
Q2 | $1.09M | Buy |
21,470
+250
| +1% | +$12.7K | 0.2% | 100 |
|
|
2021
Q1 | $1.11M | Sell |
21,220
-700
| -3% | -$36.5K | 0.22% | 94 |
|
|
2020
Q4 | $1.1M | Buy |
21,920
+6,236
| +40% | +$314K | 0.23% | 90 |
|
|
2020
Q3 | $612K | Buy |
15,684
+3,675
| +31% | +$143K | 0.15% | 124 |
|
|
2020
Q2 | $390K | Hold |
12,009
| – | – | 0.11% | 144 |
|
|
2020
Q1 | $258K | Buy |
12,009
+2,600
| +28% | +$55.9K | 0.09% | 168 |
|
|
2019
Q4 | $304K | Hold |
9,409
| – | – | 0.08% | 177 |
|
|
2019
Q3 | $266K | Buy |
9,409
+1,600
| +20% | +$45.2K | 0.08% | 186 |
|
|
2019
Q2 | $215K | Buy |
+7,809
| New | +$215K | 0.07% | 205 |
|