Beese Fulmer Investment Management’s KeyCorp KEY Stock Holding History

Beese Fulmer Investment Management’s Portfolio KEY Stock Details KEY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$883K	Buy	50,701 +2,090	+4%	+$36.4K	0.07%	144
2025 Q1	$777K	Buy	48,611 +90	+0.2%	+$1.44K	0.07%	133
2024 Q4	$832K	Sell	48,521 -2,922	-6%	-$50.1K	0.07%	130
2024 Q3	$862K	Sell	51,443 -390	-0.8%	-$6.53K	0.07%	126
2024 Q2	$737K	Hold	51,833	–	–	0.07%	129
2024 Q1	$819K	Buy	51,833 +40	+0.1%	+$632	0.08%	126
2023 Q4	$746K	Sell	51,793 -4,040	-7%	-$58.2K	0.08%	127
2023 Q3	$601K	Hold	55,833	–	–	0.07%	138
2023 Q2	$516K	Sell	55,833 -2,987	-5%	-$27.6K	0.06%	147
2023 Q1	$736K	Sell	58,820 -13	-0%	-$163	0.08%	133
2022 Q4	$1.02M	Hold	58,833	–	–	0.12%	120
2022 Q3	$943K	Hold	58,833	–	–	0.13%	116
2022 Q2	$1.01M	Sell	58,833 -4,574	-7%	-$78.8K	0.13%	114
2022 Q1	$1.42M	Sell	63,407 -2,600	-4%	-$58.2K	0.15%	107
2021 Q4	$1.53M	Sell	66,007 -2,036	-3%	-$47.1K	0.16%	105
2021 Q3	$1.47M	Hold	68,043	–	–	0.17%	106
2021 Q2	$1.41M	Hold	68,043	–	–	0.16%	109
2021 Q1	$1.36M	Hold	68,043	–	–	0.16%	108
2020 Q4	$1.12M	Sell	68,043 -5,164	-7%	-$84.8K	0.14%	109
2020 Q3	$873K	Sell	73,207 -5,445	-7%	-$64.9K	0.12%	112
2020 Q2	$958K	Sell	78,652 -245	-0.3%	-$2.98K	0.14%	105
2020 Q1	$818K	Sell	78,897 -2,000	-2%	-$20.7K	0.15%	108
2019 Q4	$1.64M	Sell	80,897 -66	-0.1%	-$1.34K	0.23%	100
2019 Q3	$1.44M	Buy	80,963 +9,669	+14%	+$172K	0.22%	99
2019 Q2	$1.27M	Sell	71,294 -1,000	-1%	-$17.7K	0.24%	89
2019 Q1	$1.14M	Hold	72,294	–	–	0.22%	86
2018 Q4	$1.07M	Hold	72,294	–	–	0.24%	86
2018 Q3	$1.44M	Buy	72,294 +1,164	+2%	+$23.2K	0.28%	87
2018 Q2	$1.39M	Hold	71,130	–	–	0.29%	84
2018 Q1	$1.39M	Sell	71,130 -1,184	-2%	-$23.2K	0.3%	83
2017 Q4	$1.46M	Sell	72,314 -1,000	-1%	-$20.2K	0.31%	83
2017 Q3	$1.38M	Sell	73,314 -612	-0.8%	-$11.5K	0.31%	79
2017 Q2	$1.39M	Hold	73,926	–	–	0.33%	78
2017 Q1	$1.31M	Sell	73,926 -3,948	-5%	-$70.2K	0.32%	77
2016 Q4	$1.42M	Sell	77,874 -6,300	-7%	-$115K	0.37%	73
2016 Q3	$1.02M	Sell	84,174 -1,999	-2%	-$24.3K	0.28%	79
2016 Q2	$952K	Sell	86,173 -2,250	-3%	-$24.9K	0.27%	84
2016 Q1	$948K	Buy	88,423 +6,355	+8%	+$68.1K	0.28%	85
2015 Q4	$1.08M	Hold	82,068	–	–	0.33%	75
2015 Q3	$1.07M	Buy	82,068 +760	+0.9%	+$9.89K	0.35%	73
2015 Q2	$1.22M	Hold	81,308	–	–	0.39%	70
2015 Q1	$1.15M	Sell	81,308 -5,300	-6%	-$75K	0.38%	67
2014 Q4	$1.2M	Sell	86,608 -800	-0.9%	-$11.1K	0.38%	68
2014 Q3	$1.17M	Hold	87,408	–	–	0.38%	69
2014 Q2	$1.25M	Sell	87,408 -3,995	-4%	-$57.3K	0.41%	67
2014 Q1	$1.3M	Sell	91,403 -2,300	-2%	-$32.8K	0.45%	63
2013 Q4	$1.26M	Sell	93,703 -8,000	-8%	-$107K	0.45%	61
2013 Q3	$1.16M	Sell	101,703 -1,000	-1%	-$11.4K	0.46%	61
2013 Q2	$1.13M	Buy	+102,703	New	+$1.13M	0.49%	60