Annex Advisory Services’s KeyCorp KEY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-368,306
Closed -$4.61M 259
2023
Q1
$4.61M Buy
368,306
+2,480
+0.7% +$31.1K 0.25% 60
2022
Q4
$6.37M Buy
365,826
+218,981
+149% +$3.81M 0.36% 47
2022
Q3
$2.35M Buy
146,845
+4,621
+3% +$74K 0.16% 85
2022
Q2
$2.45M Buy
142,224
+7,992
+6% +$138K 0.18% 84
2022
Q1
$3M Buy
134,232
+6,720
+5% +$150K 0.22% 79
2021
Q4
$2.95M Buy
127,512
+9,134
+8% +$211K 0.2% 75
2021
Q3
$2.56M Buy
118,378
+13,776
+13% +$298K 0.21% 75
2021
Q2
$2.16M Buy
104,602
+14,176
+16% +$292K 0.17% 81
2021
Q1
$1.81M Buy
+90,426
New +$1.81M 0.17% 83