Keystone Financial Group (Kentucky)’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Buy |
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|
2025
Q1 | $467K | Sell |
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|
2024
Q4 | $530K | Sell |
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|
2024
Q3 | $536K | Sell |
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|
2024
Q2 | $605K | Buy |
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|
2024
Q1 | $567K | Buy |
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|
2023
Q4 | $438K | Sell |
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|
2023
Q3 | $376K | Buy |
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|
2023
Q2 | $386K | Buy |
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|
2022
Q4 | $441K | Sell |
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|
2022
Q3 | $434K | Buy |
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|
2022
Q2 | $414K | Buy |
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|
2022
Q1 | $511K | Sell |
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|
2021
Q4 | $508K | Buy |
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|
2021
Q3 | $490K | Buy |
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|
2021
Q2 | $470K | Buy |
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|
2021
Q1 | $364K | Sell |
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|
2020
Q4 | $312K | Buy |
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|
2020
Q3 | $242K | Buy |
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|
2020
Q2 | $208K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $242K | Sell |
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|
2019
Q3 | $279K | Sell |
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|
2019
Q2 | $268K | Sell |
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|
2019
Q1 | $283K | Buy |
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