Keystone Financial Group (Kentucky)’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Buy |
5,188
+683
| +15% | +$201K | 0.14% | 109 |
|
|
2025
Q1 | $1.12M | Sell |
4,505
-243
| -5% | -$60.4K | 0.11% | 134 |
|
|
2024
Q4 | $1.04M | Buy |
4,748
+1,135
| +31% | +$249K | 0.1% | 139 |
|
|
2024
Q3 | $799K | Buy |
3,613
+408
| +13% | +$90.2K | 0.1% | 144 |
|
|
2024
Q2 | $554K | Buy |
3,205
+75
| +2% | +$13K | 0.2% | 69 |
|
|
2024
Q1 | $598K | Buy |
3,130
+696
| +29% | +$133K | 0.09% | 152 |
|
|
2023
Q4 | $398K | Hold |
2,434
| – | – | 0.07% | 180 |
|
|
2023
Q3 | $341K | Buy |
2,434
+51
| +2% | +$7.15K | 0.06% | 204 |
|
|
2023
Q2 | $319K | Buy |
+2,383
| New | +$319K | 0.05% | 206 |
|
|
2022
Q4 | $335K | Buy |
2,381
+316
| +15% | +$44.5K | 0.07% | 193 |
|
|
2022
Q3 | $245K | Buy |
2,065
+4
| +0.2% | +$475 | 0.05% | 231 |
|
|
2022
Q2 | $291K | Buy |
2,061
+51
| +3% | +$7.2K | 0.06% | 211 |
|
|
2022
Q1 | $261K | Buy |
2,010
+67
| +3% | +$8.7K | 0.04% | 249 |
|
|
2021
Q4 | $260K | Sell |
1,943
-292
| -13% | -$39.1K | 0.04% | 258 |
|
|
2021
Q3 | $297K | Buy |
2,235
+1
| +0% | +$133 | 0.05% | 227 |
|
|
2021
Q2 | $313K | Sell |
2,234
-73
| -3% | -$10.2K | 0.06% | 222 |
|
|
2021
Q1 | $294K | Buy |
2,307
+281
| +14% | +$35.8K | 0.06% | 215 |
|
|
2020
Q4 | $244K | Sell |
2,026
-747
| -27% | -$90K | 0.05% | 231 |
|
|
2020
Q3 | $323K | Sell |
2,773
-11
| -0.4% | -$1.28K | 0.08% | 171 |
|
|
2020
Q2 | $321K | Sell |
2,784
-30
| -1% | -$3.46K | 0.09% | 165 |
|
|
2020
Q1 | $298K | Buy |
2,814
+449
| +19% | +$47.5K | 0.1% | 153 |
|
|
2019
Q4 | $303K | Buy |
2,365
+1
| +0% | +$128 | 0.08% | 179 |
|
|
2019
Q3 | $329K | Buy |
2,364
+113
| +5% | +$15.7K | 0.1% | 161 |
|
|
2019
Q2 | $297K | Sell |
2,251
-255
| -10% | -$33.6K | 0.1% | 163 |
|
|
2019
Q1 | $338K | Buy |
2,506
+546
| +28% | +$73.6K | 0.12% | 144 |
|
|
2018
Q4 | $213K | Buy |
+1,960
| New | +$213K | 0.1% | 165 |
|
|
2018
Q2 | – | Sell |
-1,401
| Closed | -$201K | – | 175 |
|
|
2018
Q1 | $201K | Sell |
1,401
-80
| -5% | -$11.5K | 0.11% | 153 |
|
|
2017
Q4 | $231K | Buy |
+1,481
| New | +$231K | 0.14% | 110 |
|