Gideon Capital Advisors’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-16,251
| Closed | -$256K | – | 354 |
|
|
2019
Q1 | $256K | Buy |
+16,251
| New | +$256K | 0.09% | 311 |
|
|
2017
Q4 | – | Sell |
-30,069
| Closed | -$566K | – | 350 |
|
|
2017
Q3 | $566K | Buy |
+30,069
| New | +$566K | 0.56% | 34 |
|
|
2017
Q1 | – | Sell |
-14,816
| Closed | -$271K | – | 455 |
|
|
2016
Q4 | $271K | Sell |
14,816
-236,982
| -94% | -$4.33M | 0.17% | 296 |
|
|
2016
Q3 | $3.06M | Sell |
251,798
-123,369
| -33% | -$1.5M | 1.85% | 9 |
|
|
2016
Q2 | $4.15M | Buy |
375,167
+296,263
| +375% | +$3.27M | 2.41% | 5 |
|
|
2016
Q1 | $871K | Buy |
+78,904
| New | +$871K | 1.09% | 24 |
|
|
2015
Q4 | – | Sell |
-150,890
| Closed | -$1.96M | – | 240 |
|
|
2015
Q3 | $1.96M | Buy |
150,890
+31,450
| +26% | +$409K | 1.15% | 12 |
|
|
2015
Q2 | $1.79M | Buy |
119,440
+84,472
| +242% | +$1.27M | 0.74% | 37 |
|
|
2015
Q1 | $495K | Sell |
34,968
-43,893
| -56% | -$621K | 0.2% | 151 |
|
|
2014
Q4 | $1.1M | Buy |
78,861
+51,355
| +187% | +$714K | 0.52% | 68 |
|
|
2014
Q3 | $367K | Buy |
+27,506
| New | +$367K | 0.14% | 185 |
|
|
2014
Q1 | – | Sell |
-42,450
| Closed | -$570K | – | 247 |
|
|
2013
Q4 | $570K | Buy |
+42,450
| New | +$570K | 0.34% | 92 |
|