KFGK
Keystone Financial Group (Kentucky)’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.64M | Sell |
6,412
-29
| -0.5% | -$16.5K | 0.33% | 64 |
|
|
2025
Q1 | $3.49M | Sell |
6,441
-1,411
| -18% | -$764K | 0.35% | 63 |
|
|
2024
Q4 | $4.49M | Buy |
7,852
+1,868
| +31% | +$1.07M | 0.44% | 50 |
|
|
2024
Q3 | $3.41M | Buy |
+5,984
| New | +$3.41M | 0.44% | 46 |
|
|
2024
Q2 | – | Sell |
-5,984
| Closed | -$3.33M | – | 243 |
|
|
2024
Q1 | $3.33M | Buy |
5,984
+127
| +2% | +$70.7K | 0.49% | 44 |
|
|
2023
Q4 | $2.97M | Sell |
5,857
-452
| -7% | -$229K | 0.52% | 44 |
|
|
2023
Q3 | $2.88M | Hold |
6,309
| – | – | 0.48% | 43 |
|
|
2023
Q2 | $3.02M | Buy |
+6,309
| New | +$3.02M | 0.51% | 43 |
|
|
2022
Q4 | $2.79M | Hold |
6,309
| – | – | 0.55% | 35 |
|
|
2022
Q3 | $2.53M | Hold |
6,309
| – | – | 0.51% | 39 |
|
|
2022
Q2 | $2.61M | Hold |
6,309
| – | – | 0.52% | 37 |
|
|
2022
Q1 | $3.09M | Hold |
6,309
| – | – | 0.53% | 37 |
|
|
2021
Q4 | $3.27M | Hold |
6,309
| – | – | 0.54% | 37 |
|
|
2021
Q3 | $3.03M | Sell |
6,309
-4
| -0.1% | -$1.92K | 0.55% | 36 |
|
|
2021
Q2 | $3.1M | Hold |
6,313
| – | – | 0.56% | 37 |
|
|
2021
Q1 | $3.01M | Sell |
6,313
-1
| -0% | -$476 | 0.59% | 41 |
|
|
2020
Q4 | $2.65M | Sell |
6,314
-1
| -0% | -$420 | 0.55% | 42 |
|
|
2020
Q3 | $2.14M | Sell |
6,315
-36
| -0.6% | -$12.2K | 0.53% | 45 |
|
|
2020
Q2 | $2.06M | Sell |
6,351
-292
| -4% | -$94.8K | 0.56% | 41 |
|
|
2020
Q1 | $1.75M | Sell |
6,643
-1,117
| -14% | -$294K | 0.58% | 43 |
|
|
2019
Q4 | $2.91M | Sell |
7,760
-2,683
| -26% | -$1.01M | 0.78% | 32 |
|
|
2019
Q3 | $3.68M | Buy |
10,443
+44
| +0.4% | +$15.5K | 1.13% | 17 |
|
|
2019
Q2 | $3.69M | Buy |
10,399
+134
| +1% | +$47.5K | 1.2% | 16 |
|
|
2019
Q1 | $3.55M | Sell |
10,265
-37
| -0.4% | -$12.8K | 1.26% | 17 |
|
|
2018
Q4 | $3.12M | Buy |
10,302
+54
| +0.5% | +$16.3K | 1.41% | 16 |
|
|
2018
Q3 | $3.74M | Buy |
10,248
+6,070
| +145% | +$2.21M | 1.53% | 11 |
|
|
2018
Q2 | $1.48M | Buy |
4,178
+432
| +12% | +$153K | 0.83% | 38 |
|
|
2018
Q1 | $1.25M | Buy |
+3,746
| New | +$1.25M | 0.69% | 41 |
|