Carson Wealth (CWM LLC)’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $788K | Sell |
45,253
-3,169
| -7% | -$55.2K | ﹤0.01% | 1383 |
|
|
2025
Q1 | $774K | Sell |
48,422
-1,667
| -3% | -$26.6K | ﹤0.01% | 1281 |
|
|
2024
Q4 | $859K | Buy |
50,089
+1,466
| +3% | +$25.1K | ﹤0.01% | 1162 |
|
|
2024
Q3 | $814K | Sell |
48,623
-1,973
| -4% | -$33K | ﹤0.01% | 1138 |
|
|
2024
Q2 | $719K | Sell |
50,596
-60
| -0.1% | -$853 | ﹤0.01% | 1055 |
|
|
2024
Q1 | $801K | Buy |
50,656
+837
| +2% | +$13.2K | ﹤0.01% | 948 |
|
|
2023
Q4 | $717K | Sell |
49,819
-319
| -0.6% | -$4.59K | ﹤0.01% | 934 |
|
|
2023
Q3 | $539K | Buy |
50,138
+13,144
| +36% | +$141K | ﹤0.01% | 951 |
|
|
2023
Q2 | $342K | Sell |
36,994
-4,237
| -10% | -$39.2K | ﹤0.01% | 1061 |
|
|
2023
Q1 | $516K | Buy |
41,231
+12,247
| +42% | +$153K | ﹤0.01% | 882 |
|
|
2022
Q4 | $505K | Buy |
28,984
+1,576
| +6% | +$27.5K | ﹤0.01% | 810 |
|
|
2022
Q3 | $439K | Buy |
27,408
+16,542
| +152% | +$265K | ﹤0.01% | 789 |
|
|
2022
Q2 | $187K | Sell |
10,866
-267
| -2% | -$4.6K | ﹤0.01% | 1067 |
|
|
2022
Q1 | $249K | Buy |
11,133
+2,880
| +35% | +$64.4K | ﹤0.01% | 947 |
|
|
2021
Q4 | $191K | Buy |
+8,253
| New | +$191K | ﹤0.01% | 1041 |
|
|
2021
Q2 | $69K | Hold |
3,364
| – | – | ﹤0.01% | 1269 |
|
|
2021
Q1 | $69K | Hold |
3,364
| – | – | ﹤0.01% | 1269 |
|
|
2020
Q4 | $69K | Hold |
3,364
| – | – | ﹤0.01% | 1269 |
|
|
2020
Q3 | $69K | Hold |
3,364
| – | – | ﹤0.01% | 1269 |
|
|
2020
Q2 | $69K | Hold |
3,364
| – | – | ﹤0.01% | 1269 |
|
|
2020
Q1 | $69K | Hold |
3,364
| – | – | ﹤0.01% | 1269 |
|
|
2019
Q4 | $69K | Hold |
3,364
| – | – | ﹤0.01% | 1269 |
|
|
2019
Q3 | $69K | Hold |
3,364
| – | – | ﹤0.01% | 1269 |
|
|
2019
Q2 | $69K | Hold |
3,364
| – | – | ﹤0.01% | 1269 |
|
|
2019
Q1 | $69K | Buy |
3,364
+1,622
| +93% | +$33.3K | ﹤0.01% | 1269 |
|
|
2018
Q4 | $26K | Buy |
1,742
+186
| +12% | +$2.78K | ﹤0.01% | 1058 |
|
|
2018
Q3 | $31K | Buy |
1,556
+150
| +11% | +$2.99K | ﹤0.01% | 849 |
|
|
2018
Q2 | $27K | Hold |
1,406
| – | – | ﹤0.01% | 773 |
|
|
2018
Q1 | $27K | Buy |
1,406
+365
| +35% | +$7.01K | ﹤0.01% | 655 |
|
|
2017
Q4 | $21K | Hold |
1,041
| – | – | ﹤0.01% | 685 |
|
|
2017
Q3 | $20K | Buy |
1,041
+608
| +140% | +$11.7K | ﹤0.01% | 705 |
|
|
2017
Q2 | $8K | Hold |
433
| – | – | ﹤0.01% | 815 |
|
|
2017
Q1 | $8K | Sell |
433
-406
| -48% | -$7.5K | ﹤0.01% | 795 |
|
|
2016
Q4 | $15K | Buy |
839
+406
| +94% | +$7.26K | ﹤0.01% | 650 |
|
|
2016
Q3 | $5K | Buy |
433
+373
| +622% | +$4.31K | ﹤0.01% | 829 |
|
|
2016
Q2 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 745 |
|
|
2014
Q1 | – | Sell |
-967
| Closed | -$13K | – | 298 |
|
|
2013
Q4 | $13K | Buy |
967
+472
| +95% | +$6.35K | ﹤0.01% | 381 |
|
|
2013
Q3 | $6K | Buy |
+495
| New | +$6K | ﹤0.01% | 364 |
|