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