EFS
Essex Financial Services’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $508K | Sell |
29,143
-1,543
| -5% | -$26.9K | 0.03% | 406 |
|
|
2025
Q1 | $491K | Buy |
30,686
+140
| +0.5% | +$2.24K | 0.04% | 386 |
|
|
2024
Q4 | $524K | Buy |
30,546
+7,409
| +32% | +$127K | 0.04% | 370 |
|
|
2024
Q3 | $397K | Sell |
23,137
-246
| -1% | -$4.22K | 0.03% | 424 |
|
|
2024
Q2 | $340K | Buy |
23,383
+911
| +4% | +$13.2K | 0.03% | 452 |
|
|
2024
Q1 | $355K | Sell |
22,472
-67
| -0.3% | -$1.06K | 0.03% | 388 |
|
|
2023
Q4 | $325K | Sell |
22,539
-2,797
| -11% | -$40.3K | 0.03% | 381 |
|
|
2023
Q3 | $273K | Sell |
25,336
-3,737
| -13% | -$40.2K | 0.03% | 387 |
|
|
2023
Q2 | $269K | Sell |
29,073
-585
| -2% | -$5.41K | 0.03% | 387 |
|
|
2023
Q1 | $371K | Buy |
29,658
+90
| +0.3% | +$1.13K | 0.04% | 338 |
|
|
2022
Q4 | $515K | Sell |
29,568
-24
| -0.1% | -$418 | 0.05% | 270 |
|
|
2022
Q3 | $474K | Buy |
29,592
+5,307
| +22% | +$85K | 0.06% | 265 |
|
|
2022
Q2 | $418K | Buy |
24,285
+2,394
| +11% | +$41.2K | 0.05% | 301 |
|
|
2022
Q1 | $490K | Buy |
21,891
+2
| +0% | +$45 | 0.05% | 297 |
|
|
2021
Q4 | $506K | Buy |
21,889
+45
| +0.2% | +$1.04K | 0.05% | 282 |
|
|
2021
Q3 | $472K | Buy |
21,844
+3,930
| +22% | +$84.9K | 0.05% | 278 |
|
|
2021
Q2 | $358K | Hold |
17,914
| – | – | 0.05% | 287 |
|
|
2021
Q1 | $358K | Sell |
17,914
-7,374
| -29% | -$147K | 0.06% | 234 |
|
|
2020
Q4 | $416K | Sell |
25,288
-1,171
| -4% | -$19.3K | 0.08% | 208 |
|
|
2020
Q3 | $316K | Sell |
26,459
-3,605
| -12% | -$43.1K | 0.08% | 215 |
|
|
2020
Q2 | $366K | Sell |
30,064
-1,460
| -5% | -$17.8K | 0.11% | 169 |
|
|
2020
Q1 | $687K | Sell |
31,524
-2,404
| -7% | -$52.4K | 0.24% | 100 |
|
|
2019
Q4 | $687K | Buy |
33,928
+61
| +0.2% | +$1.24K | 0.19% | 120 |
|
|
2019
Q3 | $604K | Sell |
33,867
-3,155
| -9% | -$56.3K | 0.19% | 119 |
|
|
2019
Q2 | $657K | Sell |
37,022
-1,496
| -4% | -$26.5K | 0.19% | 109 |
|
|
2019
Q1 | $607K | Sell |
38,518
-2,725
| -7% | -$42.9K | 0.18% | 116 |
|
|
2018
Q4 | $610K | Buy |
41,243
+1,428
| +4% | +$21.1K | 0.19% | 112 |
|
|
2018
Q3 | $792K | Sell |
39,815
-1,321
| -3% | -$26.3K | 0.17% | 115 |
|
|
2018
Q2 | $804K | Sell |
41,136
-344
| -0.8% | -$6.72K | 0.19% | 108 |
|
|
2018
Q1 | $811K | Buy |
41,480
+696
| +2% | +$13.6K | 0.16% | 139 |
|
|
2017
Q4 | $823K | Sell |
40,784
-2,244
| -5% | -$45.3K | 0.2% | 105 |
|
|
2017
Q3 | $810K | Buy |
43,028
+3,868
| +10% | +$72.8K | 0.2% | 105 |
|
|
2017
Q2 | $734K | Buy |
39,160
+117
| +0.3% | +$2.19K | 0.15% | 144 |
|
|
2017
Q1 | $694K | Buy |
39,043
+1,000
| +3% | +$17.8K | 0.16% | 142 |
|
|
2016
Q4 | $695K | Hold |
38,043
| – | – | 0.15% | 140 |
|
|
2016
Q3 | $463K | Buy |
+38,043
| New | +$463K | 0.11% | 175 |
|