Keystone Financial Group (Kentucky)’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59M | Buy |
7,289
+48
| +0.7% | +$17K | 0.23% | 79 |
|
|
2025
Q1 | $2.54M | Sell |
7,241
-79
| -1% | -$27.7K | 0.26% | 78 |
|
|
2024
Q4 | $2.31M | Buy |
7,320
+95
| +1% | +$30K | 0.23% | 84 |
|
|
2024
Q3 | $1.99M | Buy |
7,225
+41
| +0.6% | +$11.3K | 0.25% | 74 |
|
|
2024
Q2 | $1.89M | Sell |
7,184
-256
| -3% | -$67.2K | 0.68% | 28 |
|
|
2024
Q1 | $2.08M | Buy |
7,440
+3,150
| +73% | +$879K | 0.3% | 67 |
|
|
2023
Q4 | $1.12M | Sell |
4,290
-73
| -2% | -$19K | 0.19% | 84 |
|
|
2023
Q3 | $1M | Sell |
4,363
-229
| -5% | -$52.7K | 0.17% | 98 |
|
|
2023
Q2 | $1.09M | Buy |
+4,592
| New | +$1.09M | 0.19% | 93 |
|
|
2022
Q4 | $884K | Buy |
4,254
+348
| +9% | +$72.3K | 0.17% | 100 |
|
|
2022
Q3 | $694K | Buy |
3,906
+56
| +1% | +$9.95K | 0.14% | 119 |
|
|
2022
Q2 | $758K | Sell |
3,850
-67
| -2% | -$13.2K | 0.15% | 115 |
|
|
2022
Q1 | $869K | Buy |
3,917
+91
| +2% | +$20.2K | 0.15% | 113 |
|
|
2021
Q4 | $829K | Buy |
3,826
+59
| +2% | +$12.8K | 0.14% | 121 |
|
|
2021
Q3 | $839K | Buy |
3,767
+151
| +4% | +$33.6K | 0.15% | 120 |
|
|
2021
Q2 | $845K | Buy |
3,616
+216
| +6% | +$50.5K | 0.15% | 121 |
|
|
2021
Q1 | $720K | Buy |
3,400
+50
| +1% | +$10.6K | 0.14% | 126 |
|
|
2020
Q4 | $733K | Sell |
3,350
-31
| -0.9% | -$6.78K | 0.15% | 119 |
|
|
2020
Q3 | $676K | Buy |
3,381
+373
| +12% | +$74.6K | 0.17% | 119 |
|
|
2020
Q2 | $581K | Sell |
3,008
-40
| -1% | -$7.73K | 0.16% | 119 |
|
|
2020
Q1 | $491K | Buy |
3,048
+14
| +0.5% | +$2.26K | 0.16% | 112 |
|
|
2019
Q4 | $570K | Buy |
3,034
+1
| +0% | +$188 | 0.15% | 117 |
|
|
2019
Q3 | $522K | Buy |
3,033
+11
| +0.4% | +$1.89K | 0.16% | 118 |
|
|
2019
Q2 | $524K | Sell |
3,022
-746
| -20% | -$129K | 0.17% | 118 |
|
|
2019
Q1 | $588K | Buy |
+3,768
| New | +$588K | 0.21% | 109 |
|