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AWM
KEY icon

AllSquare Wealth Management’s KeyCorp KEY Stock Holding History

AllSquare Wealth Management’s Portfolio KEY Stock Details KEY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$96.2K Hold
2025
Q1
$88.3K Hold
2024
Q4
$94.6K Hold
2024
Q3
$92.5K Hold
2024
Q2
$78.4K Sell
2024
Q1
$109K Hold
2023
Q4
$98.9K Sell
2023
Q3
$75.5K Hold
2023
Q2
$69.7K Hold
2023
Q1
$87.9K Hold
2022
Q4
$122K Hold
2022
Q3
$112K Hold
2022
Q2
$121K Sell
2022
Q1
$164K Sell
2021
Q4
$177K Hold
2021
Q3
$166K Sell
2021
Q2
$162K Sell
2021
Q1
$159K Hold
2020
Q4
$131K Hold
2020
Q3
$95K Sell
2020
Q2
$102K Sell
2020
Q1
$90K Hold
2019
Q4
$176K Hold
2019
Q3
$155K Hold
2019
Q2
$155K Sell
2019
Q1
$178K Sell
2018
Q4
$169K Buy
2018
Q3
$206K Buy
2018
Q2
$170K Sell
2018
Q1
$180K Hold
2017
Q4
$186K Hold
2017
Q3
$173K Buy
2017
Q2
– Sell
2017
Q1
$176K Hold
2016
Q4
$180K Buy
2016
Q3
$23K Hold
2016
Q2
$21K Hold
2016
Q1
$21K Hold
2015
Q4
$25K Hold
2015
Q3
$24K Hold
2015
Q2
$28K Hold
2015
Q1
$26K Hold
2014
Q4
$26K Buy
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds Fund Manager Portfolios Gain insights from the world's largest funds and super investors
Price Target Consensus See what stocks research analysts are collectively bullish/bearish on Latest Ratings Feed Explore the latest ratings and price targets from the best equity research analysts Equity Analyst Profiles Browse analysts, their latest ratings and track record Research Firm Profiles Browse research firm recommendations, trends, and performance
Fund Manager Index Stock index based on fund manager consensus updated each quarter Analyst Index COMING SOON - Stock index based on equity analyst consensus updated every second

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