Cornerstone Wealth Management’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $273K | Buy |
15,672
+1,106
| +8% | +$19.3K | 0.02% | 535 |
|
2025
Q1 | $233K | Buy |
+14,566
| New | +$233K | 0.02% | 537 |
|
2024
Q3 | – | Sell |
-12,340
| Closed | -$175K | – | 575 |
|
2024
Q2 | $175K | Buy |
12,340
+28
| +0.2% | +$398 | 0.01% | 529 |
|
2024
Q1 | $195K | Sell |
12,312
-25
| -0.2% | -$395 | 0.02% | 516 |
|
2023
Q4 | $178K | Buy |
12,337
+732
| +6% | +$10.5K | 0.02% | 506 |
|
2023
Q3 | $125K | Buy |
+11,605
| New | +$125K | 0.01% | 514 |
|
2018
Q4 | – | Sell |
-8,524
| Closed | -$459K | – | 770 |
|
2018
Q3 | $459K | Sell |
8,524
-1,630
| -16% | -$87.8K | 0.01% | 948 |
|
2018
Q2 | $511K | Buy |
+10,154
| New | +$511K | 0.01% | 1007 |
|