CA
Clearstead Advisors’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20M | Buy |
1,146,279
+329,312
| +40% | +$5.74M | 0.28% | 83 |
|
|
2025
Q1 | $13.1M | Sell |
816,967
-5,779
| -0.7% | -$92.4K | 0.2% | 102 |
|
|
2024
Q4 | $14.1M | Buy |
822,746
+188,841
| +30% | +$3.24M | 0.21% | 97 |
|
|
2024
Q3 | $10.6M | Buy |
633,905
+82,223
| +15% | +$1.38M | 0.16% | 126 |
|
|
2024
Q2 | $7.84M | Buy |
551,682
+2,125
| +0.4% | +$30.2K | 0.13% | 138 |
|
|
2024
Q1 | $8.18M | Sell |
549,557
-13,578
| -2% | -$202K | 0.4% | 51 |
|
|
2023
Q4 | $8.11M | Sell |
563,135
-563,849
| -50% | -$8.12M | 0.43% | 45 |
|
|
2023
Q3 | $12.1M | Buy |
1,126,984
+733,846
| +187% | +$7.9M | 0.35% | 59 |
|
|
2023
Q2 | $3.63M | Buy |
393,138
+26,186
| +7% | +$242K | 0.22% | 91 |
|
|
2023
Q1 | $4.59M | Buy |
366,952
+66,560
| +22% | +$833K | 0.33% | 64 |
|
|
2022
Q4 | $5.23M | Buy |
300,392
+292
| +0.1% | +$5.09K | 0.41% | 52 |
|
|
2022
Q3 | $4.81M | Buy |
300,100
+403
| +0.1% | +$6.46K | 0.44% | 49 |
|
|
2022
Q2 | $5.16M | Buy |
299,697
+236
| +0.1% | +$4.07K | 0.4% | 55 |
|
|
2022
Q1 | $6.7M | Sell |
299,461
-212
| -0.1% | -$4.75K | 0.45% | 48 |
|
|
2021
Q4 | $6.93M | Buy |
299,673
+3,653
| +1% | +$84.5K | 0.47% | 43 |
|
|
2021
Q3 | $6.4M | Buy |
296,020
+2,378
| +0.8% | +$51.4K | 0.48% | 45 |
|
|
2021
Q2 | $6.06M | Buy |
293,642
+125
| +0% | +$2.58K | 0.47% | 47 |
|
|
2021
Q1 | $5.86M | Buy |
293,517
+2,200
| +0.8% | +$44K | 0.49% | 43 |
|
|
2020
Q4 | $4.78M | Buy |
291,317
+1,580
| +0.5% | +$25.9K | 0.43% | 53 |
|
|
2020
Q3 | $3.46M | Buy |
289,737
+100,019
| +53% | +$1.19M | 0.37% | 59 |
|
|
2020
Q2 | $2.31M | Buy |
189,718
+17
| +0% | +$207 | 0.27% | 77 |
|
|
2020
Q1 | $1.97M | Buy |
189,701
+1,012
| +0.5% | +$10.5K | 0.29% | 68 |
|
|
2019
Q4 | $3.82M | Sell |
188,689
-3,889
| -2% | -$78.7K | 0.46% | 55 |
|
|
2019
Q3 | $3.44M | Sell |
192,578
-32,282
| -14% | -$576K | 0.46% | 54 |
|
|
2019
Q2 | $3.99M | Buy |
224,860
+2
| +0% | +$35 | 0.53% | 48 |
|
|
2019
Q1 | $3.54M | Buy |
224,858
+3
| +0% | +$47 | 0.49% | 51 |
|
|
2018
Q4 | $3.32M | Sell |
224,855
-250
| -0.1% | -$3.7K | 0.52% | 52 |
|
|
2018
Q3 | $4.48M | Hold |
225,105
| – | – | 0.61% | 37 |
|
|
2018
Q2 | $4.4M | Buy |
225,105
+82,854
| +58% | +$1.62M | 0.63% | 33 |
|
|
2018
Q1 | $2.78M | Sell |
142,251
-2,401
| -2% | -$46.9K | 0.4% | 55 |
|
|
2017
Q4 | $2.92M | Sell |
144,652
-1,511
| -1% | -$30.5K | 0.4% | 53 |
|
|
2017
Q3 | $2.75M | Sell |
146,163
-1,273
| -0.9% | -$24K | 0.36% | 61 |
|
|
2017
Q2 | $2.76M | Sell |
147,436
-1,303
| -0.9% | -$24.4K | 0.4% | 56 |
|
|
2017
Q1 | $2.65M | Buy |
148,739
+84,801
| +133% | +$1.51M | 0.38% | 55 |
|
|
2016
Q4 | $1.17M | Buy |
+63,938
| New | +$1.17M | 0.19% | 82 |
|