Keystone Financial Group (Kentucky)’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.07M | Sell |
7,495
-82
| -1% | -$22.6K | 0.19% | 96 |
|
2025
Q1 | $1.27M | Buy |
7,577
+63
| +0.8% | +$10.5K | 0.13% | 116 |
|
2024
Q4 | $1.74M | Buy |
7,514
+738
| +11% | +$171K | 0.17% | 99 |
|
2024
Q3 | $1.17M | Buy |
6,776
+336
| +5% | +$58K | 0.15% | 104 |
|
2024
Q2 | $1.03M | Sell |
6,440
-200
| -3% | -$32.1K | 0.37% | 47 |
|
2024
Q1 | $880K | Buy |
6,640
+1,330
| +25% | +$176K | 0.13% | 122 |
|
2023
Q4 | $593K | Sell |
5,310
-1,060
| -17% | -$118K | 0.1% | 136 |
|
2023
Q3 | $529K | Buy |
6,370
+340
| +6% | +$28.2K | 0.09% | 149 |
|
2023
Q2 | $523K | Buy |
+6,030
| New | +$523K | 0.09% | 150 |
|
2022
Q4 | $339K | Buy |
6,070
+10
| +0.2% | +$559 | 0.07% | 192 |
|
2022
Q3 | $269K | Buy |
6,060
+120
| +2% | +$5.33K | 0.05% | 217 |
|
2022
Q2 | $289K | Buy |
5,940
+80
| +1% | +$3.89K | 0.06% | 213 |
|
2022
Q1 | $369K | Buy |
5,860
+380
| +7% | +$23.9K | 0.06% | 195 |
|
2021
Q4 | $365K | Hold |
5,480
| – | – | 0.06% | 207 |
|
2021
Q3 | $266K | Buy |
5,480
+70
| +1% | +$3.4K | 0.05% | 246 |
|
2021
Q2 | $258K | Buy |
5,410
+190
| +4% | +$9.06K | 0.05% | 250 |
|
2021
Q1 | $242K | Hold |
5,220
| – | – | 0.05% | 252 |
|
2020
Q4 | $229K | Buy |
+5,220
| New | +$229K | 0.05% | 240 |
|