Heritage Wealth Advisors’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-214
| Closed | -$3.67K | – | 617 |
|
|
2024
Q4 | $3.67K | Buy |
214
+38
| +22% | +$651 | ﹤0.01% | 521 |
|
|
2024
Q3 | $2.95K | Buy |
+176
| New | +$2.95K | ﹤0.01% | 527 |
|
|
2021
Q3 | – | Sell |
-41
| Closed | -$847 | – | 558 |
|
|
2021
Q2 | $847 | Hold |
41
| – | – | ﹤0.01% | 536 |
|
|
2021
Q1 | $819 | Hold |
41
| – | – | ﹤0.01% | 544 |
|
|
2020
Q4 | $1K | Buy |
+41
| New | +$1K | ﹤0.01% | 529 |
|