Bartlett & Co 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 | $5.85K | Buy |
336
+36
| +12% | +$627 | ﹤0.01% | 975 |
|
|
2025
Q1 | $4.8K | Hold |
300
| – | – | ﹤0.01% | 991 |
|
|
2024
Q4 | $5.14K | Hold |
300
| – | – | ﹤0.01% | 970 |
|
|
2024
Q3 | $5.03K | Hold |
300
| – | – | ﹤0.01% | 975 |
|
|
2024
Q2 | $4.26K | Hold |
300
| – | – | ﹤0.01% | 997 |
|
|
2024
Q1 | $4.74K | Hold |
300
| – | – | ﹤0.01% | 977 |
|
|
2023
Q4 | $4.36K | Sell |
300
-1,033
| -77% | -$15K | ﹤0.01% | 1094 |
|
|
2023
Q3 | $14.3K | Hold |
1,333
| – | – | ﹤0.01% | 879 |
|
|
2023
Q2 | $12.3K | Hold |
1,333
| – | – | ﹤0.01% | 901 |
|
|
2023
Q1 | $16.7K | Hold |
1,333
| – | – | ﹤0.01% | 741 |
|
|
2022
Q4 | $23.2K | Hold |
1,333
| – | – | ﹤0.01% | 697 |
|
|
2022
Q3 | $21.4K | Hold |
1,333
| – | – | ﹤0.01% | 692 |
|
|
2022
Q2 | $23K | Hold |
1,333
| – | – | ﹤0.01% | 708 |
|
|
2022
Q1 | $29.8K | Buy |
+1,333
| New | +$29.8K | ﹤0.01% | 670 |
|
|
2021
Q4 | – | Sell |
-1,333
| Closed | -$28.8K | – | 655 |
|
|
2021
Q3 | $28.8K | Sell |
1,333
-134
| -9% | -$2.9K | ﹤0.01% | 590 |
|
|
2021
Q2 | $30.3K | Sell |
1,467
-734
| -33% | -$15.2K | ﹤0.01% | 584 |
|
|
2021
Q1 | $44K | Hold |
2,201
| – | – | ﹤0.01% | 561 |
|
|
2020
Q4 | $36.1K | Buy |
2,201
+134
| +6% | +$2.2K | ﹤0.01% | 582 |
|
|
2020
Q3 | $24.7K | Hold |
2,067
| – | – | ﹤0.01% | 590 |
|
|
2020
Q2 | $25.2K | Sell |
2,067
-1,033
| -33% | -$12.6K | ﹤0.01% | 586 |
|
|
2020
Q1 | $32.1K | Hold |
3,100
| – | – | ﹤0.01% | 528 |
|
|
2019
Q4 | $62.7K | Hold |
3,100
| – | – | ﹤0.01% | 488 |
|
|
2019
Q3 | $55.3K | Buy |
+3,100
| New | +$55.3K | ﹤0.01% | 513 |
|