Creative Planning’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.48M | Buy |
142,525
+13,493
| +10% | +$235K | ﹤0.01% | 1164 |
|
2025
Q1 | $2.06M | Buy |
129,032
+22,061
| +21% | +$353K | ﹤0.01% | 1150 |
|
2024
Q4 | $1.83M | Sell |
106,971
-35,286
| -25% | -$605K | ﹤0.01% | 1183 |
|
2024
Q3 | $2.38M | Buy |
142,257
+3,964
| +3% | +$66.4K | ﹤0.01% | 972 |
|
2024
Q2 | $1.97M | Buy |
138,293
+1,969
| +1% | +$28K | ﹤0.01% | 989 |
|
2024
Q1 | $2.16M | Buy |
136,324
+23,967
| +21% | +$379K | ﹤0.01% | 932 |
|
2023
Q4 | $1.62M | Sell |
112,357
-6,459
| -5% | -$93K | ﹤0.01% | 999 |
|
2023
Q3 | $1.28M | Buy |
118,816
+10,629
| +10% | +$114K | ﹤0.01% | 1051 |
|
2023
Q2 | $1,000K | Buy |
108,187
+35,927
| +50% | +$332K | ﹤0.01% | 1125 |
|
2023
Q1 | $905K | Sell |
72,260
-16,704
| -19% | -$209K | ﹤0.01% | 1131 |
|
2022
Q4 | $1.55M | Buy |
88,964
+22,679
| +34% | +$395K | ﹤0.01% | 838 |
|
2022
Q3 | $1.06M | Buy |
66,285
+1,262
| +2% | +$20.2K | ﹤0.01% | 937 |
|
2022
Q2 | $1.12M | Sell |
65,023
-11,916
| -15% | -$205K | ﹤0.01% | 922 |
|
2022
Q1 | $1.72M | Buy |
76,939
+15,381
| +25% | +$344K | ﹤0.01% | 764 |
|
2021
Q4 | $1.42M | Buy |
61,558
+5,519
| +10% | +$128K | ﹤0.01% | 799 |
|
2021
Q3 | $1.21M | Sell |
56,039
-84
| -0.1% | -$1.82K | ﹤0.01% | 860 |
|
2021
Q2 | $1.16M | Sell |
56,123
-15,794
| -22% | -$326K | ﹤0.01% | 876 |
|
2021
Q1 | $1.44M | Buy |
71,917
+6,277
| +10% | +$125K | ﹤0.01% | 848 |
|
2020
Q4 | $1.08M | Sell |
65,640
-3,391
| -5% | -$55.6K | ﹤0.01% | 900 |
|
2020
Q3 | $824K | Buy |
69,031
+20,459
| +42% | +$244K | ﹤0.01% | 875 |
|
2020
Q2 | $592K | Sell |
48,572
-1,383
| -3% | -$16.9K | ﹤0.01% | 942 |
|
2020
Q1 | $518K | Sell |
49,955
-23,066
| -32% | -$239K | ﹤0.01% | 916 |
|
2019
Q4 | $1.48M | Sell |
73,021
-5,355
| -7% | -$108K | ﹤0.01% | 627 |
|
2019
Q3 | $1.4M | Sell |
78,376
-2,464
| -3% | -$44K | ﹤0.01% | 615 |
|
2019
Q2 | $1.44M | Buy |
80,840
+1,436
| +2% | +$25.5K | ﹤0.01% | 605 |
|
2019
Q1 | $1.25M | Buy |
79,404
+7,947
| +11% | +$125K | ﹤0.01% | 633 |
|
2018
Q4 | $1.06M | Sell |
71,457
-1,740
| -2% | -$25.7K | ﹤0.01% | 642 |
|
2018
Q3 | $1.46M | Sell |
73,197
-3,951
| -5% | -$78.6K | 0.01% | 588 |
|
2018
Q2 | $1.51M | Buy |
77,148
+728
| +1% | +$14.2K | 0.01% | 544 |
|
2018
Q1 | $1.49M | Sell |
76,420
-17,098
| -18% | -$334K | 0.01% | 543 |
|
2017
Q4 | $1.89M | Sell |
93,518
-2,222
| -2% | -$44.8K | 0.01% | 475 |
|
2017
Q3 | $1.8M | Buy |
95,740
+3,853
| +4% | +$72.5K | 0.01% | 495 |
|
2017
Q2 | $1.72M | Sell |
91,887
-2,665
| -3% | -$49.9K | 0.01% | 484 |
|
2017
Q1 | $1.68M | Sell |
94,552
-1,926
| -2% | -$34.2K | 0.01% | 478 |
|
2016
Q4 | $1.76M | Sell |
96,478
-13,706
| -12% | -$250K | 0.01% | 439 |
|
2016
Q3 | $1.34M | Buy |
110,184
+61,463
| +126% | +$748K | 0.01% | 491 |
|
2016
Q2 | $538K | Buy |
48,721
+14,351
| +42% | +$158K | ﹤0.01% | 735 |
|
2016
Q1 | $379K | Sell |
34,370
-42
| -0.1% | -$463 | ﹤0.01% | 868 |
|
2015
Q4 | $454K | Sell |
34,412
-92,811
| -73% | -$1.22M | ﹤0.01% | 804 |
|
2015
Q3 | $1.66M | Buy |
127,223
+95,892
| +306% | +$1.25M | 0.01% | 339 |
|
2015
Q2 | $471K | Sell |
31,331
-2,190
| -7% | -$32.9K | ﹤0.01% | 680 |
|
2015
Q1 | $475K | Sell |
33,521
-219
| -0.6% | -$3.1K | ﹤0.01% | 754 |
|
2014
Q4 | $469K | Sell |
33,740
-699
| -2% | -$9.72K | ﹤0.01% | 726 |
|
2014
Q3 | $459K | Buy |
34,439
+4,092
| +13% | +$54.5K | 0.01% | 689 |
|
2014
Q2 | $435K | Sell |
30,347
-894
| -3% | -$12.8K | 0.01% | 694 |
|
2014
Q1 | $445K | Buy |
31,241
+464
| +2% | +$6.61K | 0.01% | 673 |
|
2013
Q4 | $413K | Buy |
30,777
+4,695
| +18% | +$63K | 0.01% | 575 |
|
2013
Q3 | $297K | Sell |
26,082
-1,394
| -5% | -$15.9K | 0.01% | 601 |
|
2013
Q2 | $303K | Buy |
+27,476
| New | +$303K | 0.01% | 541 |
|