Beacon Pointe Advisors’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-19,380
| Closed | -$275K | – | 1241 |
|
|
2024
Q2 | $275K | Buy |
19,380
+3,885
| +25% | +$55.2K | ﹤0.01% | 1062 |
|
|
2024
Q1 | $245K | Buy |
15,495
+2,551
| +20% | +$40.3K | ﹤0.01% | 1165 |
|
|
2023
Q4 | $186K | Sell |
12,944
-26,155
| -67% | -$377K | ﹤0.01% | 1223 |
|
|
2023
Q3 | $421K | Buy |
39,099
+14,328
| +58% | +$154K | 0.01% | 933 |
|
|
2023
Q2 | $229K | Sell |
24,771
-14,679
| -37% | -$136K | ﹤0.01% | 965 |
|
|
2023
Q1 | $494K | Buy |
39,450
+12,360
| +46% | +$155K | 0.01% | 758 |
|
|
2022
Q4 | $472K | Sell |
27,090
-1,402
| -5% | -$24.4K | 0.01% | 708 |
|
|
2022
Q3 | $460K | Sell |
28,492
-2,538
| -8% | -$41K | 0.01% | 666 |
|
|
2022
Q2 | $534K | Sell |
31,030
-1,253
| -4% | -$21.6K | 0.01% | 627 |
|
|
2022
Q1 | $722K | Buy |
32,283
+8,553
| +36% | +$191K | 0.01% | 704 |
|
|
2021
Q4 | $549K | Buy |
23,730
+3,198
| +16% | +$74K | 0.01% | 543 |
|
|
2021
Q3 | $444K | Buy |
20,532
+3,193
| +18% | +$69K | 0.01% | 570 |
|
|
2021
Q2 | $358K | Buy |
+17,339
| New | +$358K | 0.01% | 600 |
|