AWM
Avior Wealth Management’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $530K | Sell |
30,412
-1,066
| -3% | -$18.6K | 0.02% | 415 |
|
|
2025
Q1 | $503K | Buy |
31,478
+5,523
| +21% | +$88.3K | 0.02% | 404 |
|
|
2024
Q4 | $445K | Buy |
25,955
+4,243
| +20% | +$72.7K | 0.02% | 481 |
|
|
2024
Q3 | $364K | Sell |
21,712
-3,189
| -13% | -$53.4K | 0.01% | 537 |
|
|
2024
Q2 | $354K | Sell |
24,901
-4,247
| -15% | -$60.4K | 0.02% | 525 |
|
|
2024
Q1 | $461K | Buy |
29,148
+27,142
| +1,353% | +$429K | 0.02% | 473 |
|
|
2023
Q4 | $28.9K | Sell |
2,006
-1,498
| -43% | -$21.6K | ﹤0.01% | 827 |
|
|
2023
Q3 | $37.7K | Sell |
3,504
-1,491
| -30% | -$16K | ﹤0.01% | 819 |
|
|
2023
Q2 | $46.2K | Buy |
4,995
+61
| +1% | +$564 | ﹤0.01% | 782 |
|
|
2023
Q1 | $61.8K | Buy |
4,934
+2,934
| +147% | +$36.7K | ﹤0.01% | 726 |
|
|
2022
Q4 | $34.8K | Hold |
2,000
| – | – | ﹤0.01% | 682 |
|
|
2022
Q3 | $32K | Hold |
2,000
| – | – | ﹤0.01% | 671 |
|
|
2022
Q2 | $34K | Hold |
2,000
| – | – | ﹤0.01% | 627 |
|
|
2022
Q1 | $44K | Hold |
2,000
| – | – | ﹤0.01% | 614 |
|
|
2021
Q4 | $46K | Buy |
2,000
+1,938
| +3,126% | +$44.6K | ﹤0.01% | 596 |
|
|
2021
Q3 | $1K | Hold |
62
| – | – | ﹤0.01% | 1005 |
|
|
2021
Q2 | $1K | Hold |
62
| – | – | ﹤0.01% | 976 |
|
|
2021
Q1 | $1K | Sell |
62
-180
| -74% | -$2.9K | ﹤0.01% | 957 |
|
|
2020
Q4 | $3K | Buy |
242
+180
| +290% | +$2.23K | ﹤0.01% | 842 |
|
|
2020
Q3 | $0 | Hold |
62
| – | – | ﹤0.01% | 980 |
|
|
2020
Q2 | $0 | Sell |
62
-65
| -51% | – | ﹤0.01% | 953 |
|
|
2020
Q1 | $1K | Sell |
127
-12,285
| -99% | -$96.7K | ﹤0.01% | 731 |
|
|
2019
Q4 | $250K | Buy |
12,412
+12,350
| +19,919% | +$249K | 0.04% | 345 |
|
|
2019
Q3 | $1K | Sell |
62
-196
| -76% | -$3.16K | ﹤0.01% | 728 |
|
|
2019
Q2 | $5K | Buy |
+258
| New | +$5K | ﹤0.01% | 649 |
|
|
2017
Q1 | – | Sell |
-162
| Closed | -$3K | – | 506 |
|
|
2016
Q4 | $3K | Buy |
+162
| New | +$3K | ﹤0.01% | 434 |
|