B. Riley Wealth Advisors’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Buy |
+18,647
| New | +$325K | 0.02% | 664 |
|
|
2024
Q4 | $523K | Buy |
30,516
+4,432
| +17% | +$76K | 0.02% | 680 |
|
|
2024
Q3 | $432K | Sell |
26,084
-15,940
| -38% | -$264K | 0.01% | 794 |
|
|
2024
Q2 | $597K | Sell |
42,024
-6,983
| -14% | -$99.2K | 0.02% | 735 |
|
|
2024
Q1 | $527K | Buy |
49,007
+5,824
| +13% | +$62.7K | 0.01% | 762 |
|
|
2023
Q4 | $622K | Sell |
43,183
-5,824
| -12% | -$83.9K | 0.02% | 708 |
|
|
2023
Q3 | $527K | Sell |
49,007
-7,101
| -13% | -$76.4K | 0.01% | 762 |
|
|
2023
Q2 | $518K | Sell |
56,108
-9,157
| -14% | -$84.6K | 0.01% | 833 |
|
|
2023
Q1 | $817K | Sell |
65,265
-20,401
| -24% | -$255K | 0.02% | 605 |
|
|
2022
Q4 | $1.49M | Buy |
85,666
+5,336
| +7% | +$93K | 0.04% | 416 |
|
|
2022
Q3 | $1.29M | Buy |
80,330
+18,186
| +29% | +$291K | 0.04% | 424 |
|
|
2022
Q2 | $1.07M | Buy |
62,144
+5,357
| +9% | +$92.4K | 0.05% | 399 |
|
|
2022
Q1 | $1.27M | Sell |
56,787
-23,501
| -29% | -$526K | 0.04% | 408 |
|
|
2021
Q4 | $1.86M | Buy |
80,288
+7,520
| +10% | +$174K | 0.05% | 375 |
|
|
2021
Q3 | $1.57M | Buy |
72,768
+13,294
| +22% | +$288K | 0.05% | 396 |
|
|
2021
Q2 | $1.23M | Buy |
59,474
+20,289
| +52% | +$419K | 0.04% | 452 |
|
|
2021
Q1 | $784K | Buy |
39,185
+935
| +2% | +$18.7K | 0.03% | 556 |
|
|
2020
Q4 | $628K | Sell |
38,250
-95,301
| -71% | -$1.56M | 0.03% | 461 |
|
|
2020
Q3 | $1.6M | Buy |
133,551
+5,032
| +4% | +$60.1K | 0.09% | 240 |
|
|
2020
Q2 | $1.57M | Sell |
128,519
-1,773
| -1% | -$21.6K | 0.1% | 201 |
|
|
2020
Q1 | $1.35M | Buy |
130,292
+69,899
| +116% | +$725K | 0.12% | 182 |
|
|
2019
Q4 | $1.22M | Buy |
60,393
+11,852
| +24% | +$240K | 0.1% | 210 |
|
|
2019
Q3 | $867K | Buy |
48,541
+6,525
| +16% | +$117K | 0.09% | 245 |
|
|
2019
Q2 | $746K | Buy |
42,016
+4,795
| +13% | +$85.1K | 0.08% | 257 |
|
|
2019
Q1 | $587K | Buy |
37,221
+978
| +3% | +$15.4K | 0.07% | 286 |
|
|
2018
Q4 | $536K | Sell |
36,243
-1,761
| -5% | -$26K | 0.08% | 277 |
|
|
2018
Q3 | $756K | Buy |
38,004
+612
| +2% | +$12.2K | 0.09% | 238 |
|
|
2018
Q2 | $731K | Buy |
37,392
+2,260
| +6% | +$44.2K | 0.1% | 226 |
|
|
2018
Q1 | $687K | Buy |
35,132
+676
| +2% | +$13.2K | 0.1% | 228 |
|
|
2017
Q4 | $695K | Buy |
34,456
+238
| +0.7% | +$4.8K | 0.09% | 240 |
|
|
2017
Q3 | $645K | Buy |
34,218
+3,589
| +12% | +$67.7K | 0.11% | 207 |
|
|
2017
Q2 | $576K | Sell |
30,629
-5,633
| -16% | -$106K | 0.1% | 226 |
|
|
2017
Q1 | $646K | Sell |
36,262
-1,260
| -3% | -$22.4K | 0.13% | 198 |
|
|
2016
Q4 | $687K | Buy |
37,522
+3,174
| +9% | +$58.1K | 0.14% | 179 |
|
|
2016
Q3 | $419K | Buy |
+34,348
| New | +$419K | 0.08% | 308 |
|
|
2015
Q1 | – | Sell |
-3,223
| Closed | -$44 | – | 1317 |
|
|
2014
Q4 | $44 | Buy |
+3,223
| New | +$44 | ﹤0.01% | 2153 |
|
|
2014
Q3 | – | Sell |
-2,962
| Closed | -$42.4K | – | 1311 |
|
|
2014
Q2 | $42.4K | Buy |
+2,962
| New | +$42.4K | 0.01% | 1106 |
|
|
2013
Q3 | – | Sell |
-4,911
| Closed | -$54K | – | 712 |
|
|
2013
Q2 | $54K | Buy |
+4,911
| New | +$54K | 0.02% | 658 |
|