Ownership history in Keystone Financial Group Β· 18 quarters on record
This page tracks every 13F SEC filing in which Keystone Financial Group reported a position in PALANTIR TECHNOLOGIES (PLTR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Keystone Financial Group outperformed the S&P 500 by +62.8% annually on this PLTR position. Timing score: 62% (10/16 decisions correct). Average cost basis: $24.31. Maximum drawdown during holding period: β75.6%.
π₯ Exceptional β beat the S&P 500 by 62.8% per year on this position.
17 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
10 of 16 add/trim decisions correct
Best entry: $6.42 (2022 Q4) Β· Worst: $177.75 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
17 adds Β· 0 trims. Bought during 7 of 7 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Keystone Financial Group has been actively increasing its PLTR allocation β a bullish signal from insiders.
Currently 3.27% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size