Keystone Financial Group (Kentucky)’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $735K | Buy |
23,859
+9,105
| +62% | +$280K | 0.07% | 184 |
|
|
2025
Q1 | $453K | Buy |
14,754
+7,862
| +114% | +$242K | 0.05% | 222 |
|
|
2024
Q4 | $217K | Sell |
6,892
-2,016
| -23% | -$63.4K | 0.02% | 354 |
|
|
2024
Q3 | $296K | Buy |
+8,908
| New | +$296K | 0.04% | 280 |
|
|
2024
Q2 | – | Sell |
-8,193
| Closed | -$264K | – | 259 |
|
|
2024
Q1 | $264K | Buy |
8,193
+247
| +3% | +$7.96K | 0.04% | 276 |
|
|
2023
Q4 | $248K | Sell |
7,946
-117,066
| -94% | -$3.65M | 0.04% | 243 |
|
|
2023
Q3 | $3.77M | Sell |
125,012
-427
| -0.3% | -$12.9K | 0.63% | 34 |
|
|
2023
Q2 | $3.88M | Buy |
+125,439
| New | +$3.88M | 0.66% | 34 |
|
|
2022
Q4 | $3.82M | Sell |
125,286
-66
| -0.1% | -$2.02K | 0.76% | 27 |
|
|
2022
Q3 | $3.97M | Sell |
125,352
-941
| -0.7% | -$29.8K | 0.81% | 28 |
|
|
2022
Q2 | $4.15M | Buy |
126,293
+28
| +0% | +$921 | 0.82% | 24 |
|
|
2022
Q1 | $4.6M | Sell |
126,265
-58,611
| -32% | -$2.13M | 0.78% | 26 |
|
|
2021
Q4 | $7.29M | Sell |
184,876
-1,188
| -0.6% | -$46.8K | 1.2% | 18 |
|
|
2021
Q3 | $7.22M | Sell |
186,064
-114
| -0.1% | -$4.42K | 1.31% | 16 |
|
|
2021
Q2 | $7.32M | Sell |
186,178
-501
| -0.3% | -$19.7K | 1.33% | 16 |
|
|
2021
Q1 | $7.17M | Buy |
186,679
+3,873
| +2% | +$149K | 1.4% | 14 |
|
|
2020
Q4 | $7.04M | Sell |
182,806
-771
| -0.4% | -$29.7K | 1.46% | 12 |
|
|
2020
Q3 | $6.69M | Sell |
183,577
-1,615
| -0.9% | -$58.9K | 1.64% | 11 |
|
|
2020
Q2 | $6.42M | Buy |
185,192
+58
| +0% | +$2.01K | 1.74% | 11 |
|
|
2020
Q1 | $5.9M | Buy |
185,134
+142,383
| +333% | +$4.53M | 1.95% | 10 |
|
|
2019
Q4 | $1.61M | Buy |
42,751
+24,793
| +138% | +$932K | 0.43% | 57 |
|
|
2019
Q3 | $674K | Buy |
17,958
+972
| +6% | +$36.5K | 0.21% | 100 |
|
|
2019
Q2 | $626K | Sell |
16,986
-645
| -4% | -$23.8K | 0.2% | 106 |
|
|
2019
Q1 | $644K | Buy |
17,631
+667
| +4% | +$24.4K | 0.23% | 101 |
|
|
2018
Q4 | $581K | Buy |
16,964
+409
| +2% | +$14K | 0.26% | 98 |
|
|
2018
Q3 | $607K | Sell |
16,555
-216
| -1% | -$7.92K | 0.25% | 103 |
|
|
2018
Q2 | $636K | Sell |
16,771
-63
| -0.4% | -$2.39K | 0.35% | 76 |
|
|
2018
Q1 | $628K | Buy |
+16,834
| New | +$628K | 0.35% | 71 |
|