AE Wealth Management’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $22.4M | Buy |
1,286,673
+87,120
| +7% | +$1.52M | 0.16% | 145 |
|
2025
Q1 | $19.2M | Sell |
1,199,553
-53,649
| -4% | -$858K | 0.16% | 157 |
|
2024
Q4 | $21.5M | Buy |
1,253,202
+35,797
| +3% | +$614K | 0.18% | 129 |
|
2024
Q3 | $20.4M | Buy |
1,217,405
+20,013
| +2% | +$335K | 0.19% | 130 |
|
2024
Q2 | $17M | Buy |
1,197,392
+52,191
| +5% | +$742K | 0.17% | 142 |
|
2024
Q1 | $18.1M | Sell |
1,145,201
-424,029
| -27% | -$6.7M | 0.2% | 135 |
|
2023
Q4 | $23M | Sell |
1,569,230
-33,779
| -2% | -$496K | 0.12% | 199 |
|
2023
Q3 | $17.2M | Sell |
1,603,009
-69,752
| -4% | -$751K | 0.1% | 216 |
|
2023
Q2 | $15.5M | Buy |
1,672,761
+592,568
| +55% | +$5.48M | 0.09% | 263 |
|
2023
Q1 | $13.5M | Buy |
1,080,193
+350,920
| +48% | +$4.39M | 0.09% | 277 |
|
2022
Q4 | $12.7M | Buy |
729,273
+164,297
| +29% | +$2.86M | 0.09% | 257 |
|
2022
Q3 | $9.05M | Buy |
564,976
+24,650
| +5% | +$395K | 0.07% | 297 |
|
2022
Q2 | $9.31M | Buy |
540,326
+219,053
| +68% | +$3.77M | 0.07% | 287 |
|
2022
Q1 | $7.19M | Buy |
321,273
+78,779
| +32% | +$1.76M | 0.05% | 353 |
|
2021
Q4 | $5.61M | Buy |
242,494
+17,981
| +8% | +$416K | 0.04% | 393 |
|
2021
Q3 | $4.85M | Buy |
224,513
+47,507
| +27% | +$1.03M | 0.04% | 387 |
|
2021
Q2 | $3.66M | Buy |
177,006
+62,230
| +54% | +$1.28M | 0.03% | 458 |
|
2021
Q1 | $2.29M | Sell |
114,776
-54,021
| -32% | -$1.08M | 0.02% | 530 |
|
2020
Q4 | $2.77M | Sell |
168,797
-59,388
| -26% | -$975K | 0.03% | 403 |
|
2020
Q3 | $2.72M | Buy |
228,185
+57,690
| +34% | +$688K | 0.04% | 347 |
|
2020
Q2 | $2.08M | Buy |
170,495
+107,392
| +170% | +$1.31M | 0.03% | 397 |
|
2020
Q1 | $654K | Buy |
63,103
+34,183
| +118% | +$354K | 0.02% | 600 |
|
2019
Q4 | $585K | Buy |
28,920
+17,368
| +150% | +$351K | 0.01% | 686 |
|
2019
Q3 | $206K | Sell |
11,552
-72,068
| -86% | -$1.29M | 0.01% | 914 |
|
2019
Q2 | $1.48M | Buy |
+83,620
| New | +$1.48M | 0.04% | 303 |
|
2019
Q1 | – | Sell |
-12,572
| Closed | -$186K | – | 652 |
|
2018
Q4 | $186K | Sell |
12,572
-5,623
| -31% | -$83.2K | 0.03% | 447 |
|
2018
Q3 | $362K | Buy |
+18,195
| New | +$362K | 0.02% | 401 |
|