Cedar Brook Financial Partners’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-23,579
| Closed | -$373K | – | 234 |
|
|
2024
Q1 | $373K | Buy |
23,579
+196
| +0.8% | +$2.83K | 0.07% | 267 |
|
|
2023
Q4 | $336K | Sell |
23,383
-8,488
| -27% | -$101K | 0.07% | 268 |
|
|
2023
Q3 | $343K | Buy |
31,871
+2,531
| +9% | +$28K | 0.09% | 226 |
|
|
2023
Q2 | $271K | Buy |
29,340
+2,237
| +8% | +$23.4K | 0.06% | 302 |
|
|
2023
Q1 | $339K | Buy |
27,103
+5,074
| +23% | +$85.7K | 0.09% | 247 |
|
|
2022
Q4 | $384K | Buy |
22,029
+677
| +3% | +$11.9K | 0.11% | 211 |
|
|
2022
Q3 | $342K | Sell |
21,352
-783
| -4% | -$14K | 0.11% | 216 |
|
|
2022
Q2 | $381K | Sell |
22,135
-20
| -0.1% | -$387 | 0.12% | 197 |
|
|
2022
Q1 | $496K | Sell |
22,155
-49
| -0.2% | -$1.22K | 0.13% | 180 |
|
|
2021
Q4 | $514K | Buy |
22,204
+1,887
| +9% | +$43.8K | 0.13% | 181 |
|
|
2021
Q3 | $439K | Sell |
20,317
-1,920
| -9% | -$38.8K | 0.13% | 188 |
|
|
2021
Q2 | $459K | Buy |
22,237
+588
| +3% | +$12.8K | 0.13% | 189 |
|
|
2021
Q1 | $433K | Sell |
21,649
-19
| -0.1% | -$367 | 0.15% | 161 |
|
|
2020
Q4 | $356K | Buy |
21,668
+117
| +0.5% | +$1.7K | 0.13% | 184 |
|
|
2020
Q3 | $257K | Buy |
21,551
+2,379
| +12% | +$29K | 0.1% | 227 |
|
|
2020
Q2 | $234K | Buy |
19,172
+370
| +2% | +$4.3K | 0.1% | 232 |
|
|
2020
Q1 | $195K | Buy |
18,802
+1,476
| +9% | +$24.6K | 0.11% | 230 |
|
|
2019
Q4 | $351K | Sell |
17,326
-304
| -2% | -$5.74K | 0.15% | 182 |
|
|
2019
Q3 | $315K | Sell |
17,630
-989
| -5% | -$17.1K | 0.14% | 200 |
|
|
2019
Q2 | $330K | Buy |
18,619
+4,756
| +34% | +$80.4K | 0.15% | 193 |
|
|
2019
Q1 | $218K | Sell |
13,863
-82
| -0.6% | -$1.37K | 0.11% | 256 |
|
|
2018
Q4 | $206K | Buy |
+13,945
| New | +$245K | 0.13% | 223 |
|