Blue Bell Private Wealth Management’s KeyCorp KEY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.9K	Hold	1,043	–	–	﹤0.01%	507
2025 Q4	$21.5K	Sell	1,043 -12	-1%	-$223	﹤0.01%	481
2025 Q3	$19.7K	Hold	1,055	–	–	﹤0.01%	483
2025 Q2	$18.4K	Hold	1,055	–	–	﹤0.01%	477
2025 Q1	$16.9K	Hold	1,055	–	–	﹤0.01%	474
2024 Q4	$18.1K	Buy	1,055 +56	+6%	+$1K	﹤0.01%	454
2024 Q3	$16.7K	Hold	999	–	–	﹤0.01%	478
2024 Q2	$14.2K	Hold	999	–	–	﹤0.01%	484
2024 Q1	$15.8K	Buy	999 +12	+1%	+$173	﹤0.01%	479
2023 Q4	$14.2K	Hold	987	–	–	﹤0.01%	458
2023 Q3	$10.6K	Hold	987	–	–	﹤0.01%	417
2023 Q2	$9.12K	Hold	987	–	–	﹤0.01%	427
2023 Q1	$12.4K	Hold	987	–	–	﹤0.01%	358
2022 Q4	$17.2K	Hold	987	–	–	0.01%	328
2022 Q3	$16K	Hold	987	–	–	0.01%	323
2022 Q2	$17K	Hold	987	–	–	0.01%	334
2022 Q1	$22K	Hold	987	–	–	0.01%	309
2021 Q4	$23K	Buy	+987	New	+$22.9K	0.01%	287