EverSource Wealth Advisors’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.7K | Buy |
5,148
+1,890
| +58% | +$32.9K | ﹤0.01% | 1264 |
|
|
2025
Q1 | $52.1K | Buy |
3,258
+1,916
| +143% | +$30.6K | ﹤0.01% | 1222 |
|
|
2024
Q4 | $23K | Buy |
1,342
+152
| +13% | +$2.61K | ﹤0.01% | 1546 |
|
|
2024
Q3 | $19.9K | Buy |
1,190
+132
| +12% | +$2.21K | ﹤0.01% | 1486 |
|
|
2024
Q2 | $17.1K | Sell |
1,058
-116
| -10% | -$1.87K | ﹤0.01% | 1581 |
|
|
2024
Q1 | $17K | Buy |
1,174
+133
| +13% | +$1.93K | ﹤0.01% | 1440 |
|
|
2023
Q4 | $15K | Sell |
1,041
-129
| -11% | -$1.86K | ﹤0.01% | 1384 |
|
|
2023
Q3 | $12.6K | Sell |
1,170
-109
| -9% | -$1.17K | ﹤0.01% | 1330 |
|
|
2023
Q2 | $11.8K | Buy |
1,279
+121
| +10% | +$1.12K | ﹤0.01% | 1370 |
|
|
2023
Q1 | $14.5K | Sell |
1,158
-12
| -1% | -$150 | ﹤0.01% | 1210 |
|
|
2022
Q4 | $20.4K | Sell |
1,170
-16,608
| -93% | -$289K | ﹤0.01% | 1064 |
|
|
2022
Q3 | $285K | Buy |
17,778
+17,466
| +5,598% | +$280K | 0.07% | 244 |
|
|
2022
Q2 | $5K | Sell |
312
-99
| -24% | -$1.59K | ﹤0.01% | 1266 |
|
|
2022
Q1 | $9K | Buy |
411
+99
| +32% | +$2.17K | ﹤0.01% | 1022 |
|
|
2021
Q4 | $7K | Buy |
+312
| New | +$7K | ﹤0.01% | 1115 |
|