EWA
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EP Wealth Advisors’s KeyCorp KEY Stock Holding History

EP Wealth Advisors’s Portfolio KEY Stock Details KEY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$201K Buy
+11,542
New +$201K ﹤0.01% 1256
2025
Q1 		– Sell
-11,175
Closed -$192K – 1338
2024
Q4 		$192K Buy
+11,175
New +$192K ﹤0.01% 1094