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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.25M | Buy |
161,904
+31,168
| +24% | +$653K | 0.01% | 996 |
|
|
2025
Q4 | $2.7M | Buy |
130,736
+80,257
| +159% | +$1.49M | 0.01% | 1027 |
|
|
2025
Q3 | $943K | Buy |
50,479
+5,226
| +12% | +$96.7K | ﹤0.01% | 1442 |
|
|
2025
Q2 | $788K | Sell |
45,253
-3,169
| -7% | -$49.1K | ﹤0.01% | 1384 |
|
|
2025
Q1 | $774K | Sell |
48,422
-1,667
| -3% | -$28.3K | ﹤0.01% | 1282 |
|
|
2024
Q4 | $859K | Buy |
50,089
+1,466
| +3% | +$26.3K | ﹤0.01% | 1163 |
|
|
2024
Q3 | $814K | Sell |
48,623
-1,973
| -4% | -$31.3K | ﹤0.01% | 1139 |
|
|
2024
Q2 | $719K | Sell |
50,596
-60
| -0.1% | -$871 | ﹤0.01% | 1056 |
|
|
2024
Q1 | $801K | Buy |
50,656
+837
| +2% | +$12.1K | ﹤0.01% | 949 |
|
|
2023
Q4 | $717K | Sell |
49,819
-319
| -0.6% | -$3.79K | ﹤0.01% | 935 |
|
|
2023
Q3 | $539K | Buy |
50,138
+13,144
| +36% | +$146K | ﹤0.01% | 954 |
|
|
2023
Q2 | $342K | Sell |
36,994
-4,237
| -10% | -$44.2K | ﹤0.01% | 1063 |
|
|
2023
Q1 | $516K | Buy |
41,231
+12,247
| +42% | +$207K | ﹤0.01% | 884 |
|
|
2022
Q4 | $505K | Buy |
28,984
+1,576
| +6% | +$27.7K | ﹤0.01% | 812 |
|
|
2022
Q3 | $439K | Buy |
27,408
+16,542
| +152% | +$296K | ﹤0.01% | 791 |
|
|
2022
Q2 | $187K | Sell |
10,866
-267
| -2% | -$5.16K | ﹤0.01% | 1069 |
|
|
2022
Q1 | $249K | Buy |
11,133
+2,880
| +35% | +$71.6K | ﹤0.01% | 949 |
|
|
2021
Q4 | $191K | Buy |
+8,253
| New | +$192K | ﹤0.01% | 1043 |
|
|
2021
Q2 | $69K | Hold |
3,364
| – | – | ﹤0.01% | 1271 |
|
|
2021
Q1 | $69K | Hold |
3,364
| – | – | ﹤0.01% | 1271 |
|
|
2020
Q4 | $69K | Hold |
3,364
| – | – | ﹤0.01% | 1271 |
|
|
2020
Q3 | $69K | Hold |
3,364
| – | – | ﹤0.01% | 1271 |
|
|
2020
Q2 | $69K | Hold |
3,364
| – | – | ﹤0.01% | 1271 |
|
|
2020
Q1 | $69K | Hold |
3,364
| – | – | ﹤0.01% | 1271 |
|
|
2019
Q4 | $69K | Hold |
3,364
| – | – | ﹤0.01% | 1271 |
|
|
2019
Q3 | $69K | Hold |
3,364
| – | – | ﹤0.01% | 1271 |
|
|
2019
Q2 | $69K | Hold |
3,364
| – | – | ﹤0.01% | 1271 |
|
|
2019
Q1 | $69K | Buy |
3,364
+1,622
| +93% | +$27K | ﹤0.01% | 1271 |
|
|
2018
Q4 | $26K | Buy |
1,742
+186
| +12% | +$3.27K | ﹤0.01% | 1061 |
|
|
2018
Q3 | $31K | Buy |
1,556
+150
| +11% | +$3.12K | ﹤0.01% | 851 |
|
|
2018
Q2 | $27K | Hold |
1,406
| – | – | ﹤0.01% | 776 |
|
|
2018
Q1 | $27K | Buy |
1,406
+365
| +35% | +$7.65K | ﹤0.01% | 656 |
|
|
2017
Q4 | $21K | Hold |
1,041
| – | – | ﹤0.01% | 686 |
|
|
2017
Q3 | $20K | Buy |
1,041
+608
| +140% | +$11K | ﹤0.01% | 706 |
|
|
2017
Q2 | $8K | Hold |
433
| – | – | ﹤0.01% | 816 |
|
|
2017
Q1 | $8K | Sell |
433
-406
| -48% | -$7.43K | ﹤0.01% | 796 |
|
|
2016
Q4 | $15K | Buy |
839
+406
| +94% | +$6.4K | ﹤0.01% | 651 |
|
|
2016
Q3 | $5K | Buy |
433
+373
| +622% | +$4.46K | ﹤0.01% | 830 |
|
|
2016
Q2 | $1K | Buy |
+60
| New | +$715 | ﹤0.01% | 749 |
|
|
2014
Q1 | – | Sell |
-967
| Closed | -$13K | – | 325 |
|
|
2013
Q4 | $13K | Buy |
967
+472
| +95% | +$5.97K | ﹤0.01% | 417 |
|
|
2013
Q3 | $6K | Buy |
+495
| New | +$5.91K | ﹤0.01% | 364 |
|
Other funds holding KEY
VCM
VPM
