Keystone Financial Services (Colorado)’s T Rowe Price TROW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,929	Closed	-$218K	–	111
2024 Q4	$218K	Buy	1,929 +44	+2%	+$4.98K	0.08%	93
2024 Q3	$205K	Buy	1,885 +92	+5%	+$10K	0.08%	90
2024 Q2	$207K	Buy	1,793 +14	+0.8%	+$1.62K	0.09%	84
2024 Q1	$217K	Buy	+1,779	New	+$217K	0.09%	82