CAPTRUST Financial Advisors’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $966K | Buy |
55,441
+6,638
| +14% | +$116K | ﹤0.01% | 1374 |
|
|
2025
Q1 | $780K | Buy |
48,803
+7,908
| +19% | +$126K | ﹤0.01% | 1407 |
|
|
2024
Q4 | $701K | Buy |
40,895
+2,645
| +7% | +$45.3K | ﹤0.01% | 1430 |
|
|
2024
Q3 | $641K | Sell |
38,250
-31,923
| -45% | -$535K | ﹤0.01% | 1447 |
|
|
2024
Q2 | $997K | Buy |
70,173
+750
| +1% | +$10.7K | ﹤0.01% | 1139 |
|
|
2024
Q1 | $1.1M | Sell |
69,423
-39,522
| -36% | -$625K | ﹤0.01% | 1071 |
|
|
2023
Q4 | $1.57M | Sell |
108,945
-19,698
| -15% | -$284K | 0.01% | 1021 |
|
|
2023
Q3 | $1.38M | Sell |
128,643
-41,364
| -24% | -$445K | 0.01% | 1017 |
|
|
2023
Q2 | $1.57M | Sell |
170,007
-125,949
| -43% | -$1.16M | 0.01% | 934 |
|
|
2023
Q1 | $3.71M | Sell |
295,956
-350,539
| -54% | -$4.39M | 0.02% | 544 |
|
|
2022
Q4 | $11.3M | Sell |
646,495
-20,993
| -3% | -$366K | 0.06% | 272 |
|
|
2022
Q3 | $10.7M | Buy |
667,488
+196,490
| +42% | +$3.15M | 0.06% | 253 |
|
|
2022
Q2 | $8.12M | Buy |
470,998
+89,792
| +24% | +$1.55M | 0.05% | 279 |
|
|
2022
Q1 | $8.53M | Buy |
381,206
+82,429
| +28% | +$1.84M | 0.06% | 256 |
|
|
2021
Q4 | $6.91M | Buy |
298,777
+84,265
| +39% | +$1.95M | 0.05% | 295 |
|
|
2021
Q3 | $4.64M | Buy |
214,512
+29,680
| +16% | +$642K | 0.04% | 335 |
|
|
2021
Q2 | $3.82M | Buy |
184,832
+18,606
| +11% | +$384K | 0.04% | 345 |
|
|
2021
Q1 | $3.32M | Buy |
166,226
+38,888
| +31% | +$777K | 0.04% | 346 |
|
|
2020
Q4 | $2.09M | Buy |
127,338
+33,249
| +35% | +$546K | 0.03% | 393 |
|
|
2020
Q3 | $1.12M | Sell |
94,089
-15,556
| -14% | -$186K | 0.02% | 481 |
|
|
2020
Q2 | $1.28M | Sell |
109,645
-8,834
| -7% | -$103K | 0.02% | 434 |
|
|
2020
Q1 | $1.12M | Sell |
118,479
-3,853
| -3% | -$36.4K | 0.02% | 395 |
|
|
2019
Q4 | $2.48M | Buy |
122,332
+119,139
| +3,731% | +$2.41M | 0.04% | 338 |
|
|
2019
Q3 | $57K | Buy |
3,193
+1,098
| +52% | +$19.6K | ﹤0.01% | 950 |
|
|
2019
Q2 | $37K | Sell |
2,095
-18
| -0.9% | -$318 | ﹤0.01% | 1084 |
|
|
2019
Q1 | $33K | Buy |
2,113
+544
| +35% | +$8.5K | ﹤0.01% | 1016 |
|
|
2018
Q4 | $23K | Sell |
1,569
-49
| -3% | -$718 | ﹤0.01% | 981 |
|
|
2018
Q3 | $32K | Hold |
1,618
| – | – | ﹤0.01% | 868 |
|
|
2018
Q2 | $32K | Buy |
1,618
+899
| +125% | +$17.8K | ﹤0.01% | 799 |
|
|
2018
Q1 | $14K | Sell |
719
-86
| -11% | -$1.68K | ﹤0.01% | 941 |
|
|
2017
Q4 | $16K | Buy |
+805
| New | +$16K | ﹤0.01% | 858 |
|