CWP
Concord Wealth Partners’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38K | Buy |
2,183
+910
| +71% | +$15.9K | 0.01% | 375 |
|
|
2025
Q1 | $20.4K | Hold |
1,273
| – | – | ﹤0.01% | 432 |
|
|
2024
Q4 | $21.8K | Hold |
1,273
| – | – | ﹤0.01% | 441 |
|
|
2024
Q3 | $21.3K | Sell |
1,273
-94
| -7% | -$1.58K | ﹤0.01% | 461 |
|
|
2024
Q2 | $19.4K | Hold |
1,367
| – | – | ﹤0.01% | 430 |
|
|
2024
Q1 | $21.6K | Sell |
1,367
-500
| -27% | -$7.91K | ﹤0.01% | 477 |
|
|
2023
Q4 | $26.9K | Sell |
1,867
-768
| -29% | -$11.1K | 0.01% | 441 |
|
|
2023
Q3 | $28.4K | Sell |
2,635
-501
| -16% | -$5.39K | 0.01% | 458 |
|
|
2023
Q2 | $29K | Buy |
3,136
+2,408
| +331% | +$22.3K | 0.01% | 448 |
|
|
2023
Q1 | $9.12K | Sell |
728
-6,100
| -89% | -$76.4K | ﹤0.01% | 603 |
|
|
2022
Q4 | $119K | Buy |
+6,828
| New | +$119K | 0.04% | 222 |
|
|
2022
Q3 | – | Sell |
-6,907
| Closed | -$119K | – | 675 |
|
|
2022
Q2 | $119K | Buy |
6,907
+2,665
| +63% | +$45.9K | 0.03% | 234 |
|
|
2022
Q1 | $95K | Buy |
4,242
+365
| +9% | +$8.17K | 0.02% | 309 |
|
|
2021
Q4 | $90K | Buy |
3,877
+3,650
| +1,608% | +$84.7K | 0.02% | 327 |
|
|
2021
Q3 | $5K | Sell |
227
-3,150
| -93% | -$69.4K | ﹤0.01% | 585 |
|
|
2021
Q2 | $70K | Hold |
3,377
| – | – | 0.02% | 294 |
|
|
2021
Q1 | $67K | Buy |
3,377
+377
| +13% | +$7.48K | 0.02% | 287 |
|
|
2020
Q4 | $49K | Buy |
+3,000
| New | +$49K | 0.04% | 211 |
|