Geneos Wealth Management’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.7K | Sell |
2,510
-2,875
| -53% | -$50.1K | ﹤0.01% | 1642 |
|
|
2025
Q1 | $86.1K | Buy |
5,385
+3,186
| +145% | +$50.9K | ﹤0.01% | 1650 |
|
|
2024
Q4 | $37.7K | Hold |
2,199
| – | – | ﹤0.01% | 1431 |
|
|
2024
Q3 | $36.8K | Buy |
2,199
+535
| +32% | +$8.96K | ﹤0.01% | 1310 |
|
|
2024
Q2 | $23.6K | Sell |
1,664
-52
| -3% | -$739 | ﹤0.01% | 1295 |
|
|
2024
Q1 | $27.1K | Buy |
1,716
+52
| +3% | +$822 | ﹤0.01% | 1266 |
|
|
2023
Q4 | $24K | Sell |
1,664
-25
| -1% | -$360 | ﹤0.01% | 1294 |
|
|
2023
Q3 | $18.2K | Sell |
1,689
-608
| -26% | -$6.54K | ﹤0.01% | 1409 |
|
|
2023
Q2 | $21.2K | Sell |
2,297
-5,452
| -70% | -$50.4K | ﹤0.01% | 1357 |
|
|
2023
Q1 | $97K | Buy |
7,749
+897
| +13% | +$11.2K | 0.01% | 851 |
|
|
2022
Q4 | $119K | Hold |
6,852
| – | – | 0.01% | 781 |
|
|
2022
Q3 | $109K | Sell |
6,852
-5,784
| -46% | -$92K | 0.01% | 777 |
|
|
2022
Q2 | $221K | Sell |
12,636
-172
| -1% | -$3.01K | 0.01% | 716 |
|
|
2022
Q1 | $286K | Sell |
12,808
-260
| -2% | -$5.81K | 0.01% | 684 |
|
|
2021
Q4 | $302K | Sell |
13,068
-1,231
| -9% | -$28.4K | 0.01% | 731 |
|
|
2021
Q3 | $319K | Sell |
14,299
-52
| -0.4% | -$1.16K | 0.01% | 687 |
|
|
2021
Q2 | $297K | Sell |
14,351
-7,594
| -35% | -$157K | 0.01% | 691 |
|
|
2021
Q1 | $477K | Buy |
21,945
+608
| +3% | +$13.2K | 0.01% | 649 |
|
|
2020
Q4 | $288K | Sell |
21,337
-5,089
| -19% | -$68.7K | 0.01% | 705 |
|
|
2020
Q3 | $309K | Buy |
26,426
+29
| +0.1% | +$339 | 0.02% | 554 |
|
|
2020
Q2 | $310K | Buy |
26,397
+277
| +1% | +$3.25K | 0.02% | 537 |
|
|
2020
Q1 | $292K | Sell |
26,120
-1,637
| -6% | -$18.3K | 0.02% | 505 |
|
|
2019
Q4 | $562K | Sell |
27,757
-137
| -0.5% | -$2.77K | 0.03% | 412 |
|
|
2019
Q3 | $498K | Sell |
27,894
-2,021
| -7% | -$36.1K | 0.03% | 407 |
|
|
2019
Q2 | $531K | Sell |
29,915
-1,307
| -4% | -$23.2K | 0.03% | 390 |
|
|
2019
Q1 | $491K | Sell |
31,222
-2,711
| -8% | -$42.6K | 0.03% | 402 |
|
|
2018
Q4 | $495K | Buy |
33,933
+4,862
| +17% | +$70.9K | 0.04% | 376 |
|
|
2018
Q3 | $618K | Buy |
29,071
+14,142
| +95% | +$301K | 0.04% | 342 |
|
|
2018
Q2 | $291K | Sell |
14,929
-3,666
| -20% | -$71.5K | 0.02% | 452 |
|
|
2018
Q1 | $363K | Sell |
18,595
-154
| -0.8% | -$3.01K | 0.03% | 375 |
|
|
2017
Q4 | $378K | Buy |
18,749
+10,295
| +122% | +$208K | 0.03% | 378 |
|
|
2017
Q3 | $159K | Sell |
8,454
-237
| -3% | -$4.46K | 0.02% | 574 |
|
|
2017
Q2 | $162K | Buy |
8,691
+12
| +0.1% | +$224 | 0.02% | 551 |
|
|
2017
Q1 | $154K | Buy |
8,679
+261
| +3% | +$4.63K | 0.02% | 542 |
|
|
2016
Q4 | $153K | Sell |
8,418
-447
| -5% | -$8.12K | 0.02% | 516 |
|
|
2016
Q3 | $107K | Buy |
8,865
+5,095
| +135% | +$61.5K | 0.01% | 584 |
|
|
2016
Q2 | $41K | Buy |
3,770
+1,200
| +47% | +$13.1K | 0.01% | 873 |
|
|
2016
Q1 | $28K | Buy |
+2,570
| New | +$28K | ﹤0.01% | 993 |
|