Ownership history in Keystone Financial Group Β· 22 quarters on record
This page tracks every 13F SEC filing in which Keystone Financial Group reported a position in ISHARES EDGE (SIZE). 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 underperformed the S&P 500 by β4.4% annually on this SIZE position. Timing score: 44% (4/9 decisions correct). Average cost basis: $95.33. Maximum drawdown during holding period: β26.3%.
β οΈ Trailed SPY by 4.4% ann. on this position.
21 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 9 add/trim decisions correct
Best entry: $80.33 (2020 Q2) Β· Worst: $152.69 (2025 Q2)
πͺ Held through 2 major drawdowns (>20%).
6 adds Β· 3 trims. Bought during 0 of 7 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.05% 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