Keystone Financial Services (Colorado)’s Meta Platforms (Facebook) META Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.35M Sell
3,187
-405
-11% -$299K 0.8% 22
2025
Q1
$2.07M Sell
3,592
-179
-5% -$103K 0.79% 21
2024
Q4
$2.21M Sell
3,771
-30
-0.8% -$17.6K 0.85% 16
2024
Q3
$2.18M Sell
3,801
-5
-0.1% -$2.86K 0.84% 16
2024
Q2
$1.92M Sell
3,806
-2
-0.1% -$1.01K 0.8% 17
2024
Q1
$1.85M Sell
3,808
-694
-15% -$337K 0.81% 18
2023
Q4
$1.59M Sell
4,502
-179
-4% -$63.4K 0.75% 20
2023
Q3
$1.41M Buy
4,681
+36
+0.8% +$10.8K 0.74% 20
2023
Q2
$1.33M Sell
4,645
-158
-3% -$45.3K 0.68% 17
2023
Q1
$1.02M Sell
4,803
-1
-0% -$212 0.55% 19
2022
Q4
$716K Buy
4,804
+105
+2% +$15.6K 0.38% 28
2022
Q3
$460K Buy
4,699
+292
+7% +$28.6K 0.27% 44
2022
Q2
$706K Buy
4,407
+267
+6% +$42.8K 0.38% 32
2022
Q1
$812K Buy
4,140
+264
+7% +$51.8K 0.47% 23
2021
Q4
$1.3M Buy
+3,876
New +$1.3M 0.67% 21