Carson Wealth (CWM LLC)’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $943K | Buy |
|
|||||
|
2025
Q2 | $788K | Sell |
|
|||||
|
2025
Q1 | $774K | Sell |
|
|||||
|
2024
Q4 | $859K | Buy |
|
|||||
|
2024
Q3 | $814K | Sell |
|
|||||
|
2024
Q2 | $719K | Sell |
|
|||||
|
2024
Q1 | $801K | Buy |
|
|||||
|
2023
Q4 | $717K | Sell |
|
|||||
|
2023
Q3 | $539K | Buy |
|
|||||
|
2023
Q2 | $342K | Sell |
|
|||||
|
2023
Q1 | $516K | Buy |
|
|||||
|
2022
Q4 | $505K | Buy |
|
|||||
|
2022
Q3 | $439K | Buy |
|
|||||
|
2022
Q2 | $187K | Sell |
|
|||||
|
2022
Q1 | $249K | Buy |
|
|||||
|
2021
Q4 | $191K | Buy |
|
|||||
|
2021
Q2 | $69K | Hold |
|
|||||
|
2021
Q1 | $69K | Hold |
|
|||||
|
2020
Q4 | $69K | Hold |
|
|||||
|
2020
Q3 | $69K | Hold |
|
|||||
|
2020
Q2 | $69K | Hold |
|
|||||
|
2020
Q1 | $69K | Hold |
|
|||||
|
2019
Q4 | $69K | Hold |
|
|||||
|
2019
Q3 | $69K | Hold |
|
|||||
|
2019
Q2 | $69K | Hold |
|
|||||
|
2019
Q1 | $69K | Buy |
|
|||||
|
2018
Q4 | $26K | Buy |
|
|||||
|
2018
Q3 | $31K | Buy |
|
|||||
|
2018
Q2 | $27K | Hold |
|
|||||
|
2018
Q1 | $27K | Buy |
|
|||||
|
2017
Q4 | $21K | Hold |
|
|||||
|
2017
Q3 | $20K | Buy |
|
|||||
|
2017
Q2 | $8K | Hold |
|
|||||
|
2017
Q1 | $8K | Sell |
|
|||||
|
2016
Q4 | $15K | Buy |
|
|||||
|
2016
Q3 | $5K | Buy |
|
|||||
|
2016
Q2 | $1K | Buy |
|
|||||
|
2014
Q1 | – | Sell |
|
|||||
|
2013
Q4 | $13K | Buy |
|
|||||
|
2013
Q3 | $6K | Buy |
|