Keystone Financial Group (Kentucky)’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Buy |
6,551
+51
| +0.8% | +$4.09K | 0.05% | 227 |
|
|
2025
Q1 | $467K | Sell |
6,500
-1,022
| -14% | -$73.4K | 0.05% | 216 |
|
|
2024
Q4 | $530K | Sell |
7,522
-1,964
| -21% | -$138K | 0.05% | 205 |
|
|
2024
Q3 | $536K | Sell |
9,486
-702
| -7% | -$39.7K | 0.07% | 183 |
|
|
2024
Q2 | $605K | Buy |
10,188
+404
| +4% | +$24K | 0.22% | 67 |
|
|
2024
Q1 | $567K | Buy |
9,784
+888
| +10% | +$51.5K | 0.08% | 159 |
|
|
2023
Q4 | $438K | Sell |
8,896
-299
| -3% | -$14.7K | 0.08% | 165 |
|
|
2023
Q3 | $376K | Buy |
9,195
+155
| +2% | +$6.33K | 0.06% | 188 |
|
|
2023
Q2 | $386K | Buy |
+9,040
| New | +$386K | 0.07% | 187 |
|
|
2022
Q4 | $441K | Sell |
10,671
-132
| -1% | -$5.45K | 0.09% | 160 |
|
|
2022
Q3 | $434K | Buy |
10,803
+230
| +2% | +$9.24K | 0.09% | 155 |
|
|
2022
Q2 | $414K | Buy |
10,573
+30
| +0.3% | +$1.18K | 0.08% | 168 |
|
|
2022
Q1 | $511K | Sell |
10,543
-38
| -0.4% | -$1.84K | 0.09% | 154 |
|
|
2021
Q4 | $508K | Buy |
10,581
+23
| +0.2% | +$1.1K | 0.08% | 162 |
|
|
2021
Q3 | $490K | Buy |
10,558
+177
| +2% | +$8.22K | 0.09% | 160 |
|
|
2021
Q2 | $470K | Buy |
10,381
+1,058
| +11% | +$47.9K | 0.09% | 163 |
|
|
2021
Q1 | $364K | Sell |
9,323
-1,006
| -10% | -$39.3K | 0.07% | 183 |
|
|
2020
Q4 | $312K | Buy |
10,329
+25
| +0.2% | +$755 | 0.06% | 189 |
|
|
2020
Q3 | $242K | Buy |
10,304
+2,191
| +27% | +$51.5K | 0.06% | 208 |
|
|
2020
Q2 | $208K | Buy |
+8,113
| New | +$208K | 0.06% | 212 |
|
|
2020
Q1 | – | Sell |
-4,506
| Closed | -$242K | – | 250 |
|
|
2019
Q4 | $242K | Sell |
4,506
-1,025
| -19% | -$55K | 0.07% | 213 |
|
|
2019
Q3 | $279K | Sell |
5,531
-133
| -2% | -$6.71K | 0.09% | 182 |
|
|
2019
Q2 | $268K | Sell |
5,664
-200
| -3% | -$9.46K | 0.09% | 179 |
|
|
2019
Q1 | $283K | Buy |
+5,864
| New | +$283K | 0.1% | 165 |
|