HighTower Advisors’s KeyCorp KEY Stock Holding History

HighTower Advisors’s Portfolio KEY Stock Details KEY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.39M	Sell	219,087 -74,882	-25%	-$1.57M	﹤0.01%	1279
2025 Q4	$6.07M	Buy	293,969 +110,594	+60%	+$2.06M	0.01%	1072
2025 Q3	$3.43M	Buy	183,375 +13,494	+8%	+$250K	﹤0.01%	1332
2025 Q2	$2.96M	Sell	169,881 -8,187	-5%	-$127K	﹤0.01%	1356
2025 Q1	$2.85M	Buy	178,068 +265	+0.1%	+$4.5K	﹤0.01%	1336
2024 Q4	$3.05M	Sell	177,803 -24,878	-12%	-$446K	﹤0.01%	1287
2024 Q3	$3.39M	Buy	202,681 +17,140	+9%	+$272K	﹤0.01%	1220
2024 Q2	$2.64M	Sell	185,541 -2,750	-1%	-$39.9K	﹤0.01%	1303
2024 Q1	$2.98M	Buy	188,291 +14,726	+8%	+$213K	﹤0.01%	1221
2023 Q4	$2.49M	Sell	173,565 -18,464	-10%	-$219K	﹤0.01%	1320
2023 Q3	$2.07M	Sell	192,029 -5,302	-3%	-$58.7K	﹤0.01%	1356
2023 Q2	$1.82M	Buy	197,331 +15,909	+9%	+$166K	﹤0.01%	1401
2023 Q1	$2.27M	Sell	181,422 -47,180	-21%	-$797K	0.01%	1214
2022 Q4	$3.98M	Sell	228,602 -492,477	-68%	-$8.66M	0.01%	947
2022 Q3	$11.5M	Buy	721,079 +95,846	+15%	+$1.72M	0.03%	513
2022 Q2	$10.8M	Buy	625,233 +178,889	+40%	+$3.46M	0.03%	549
2022 Q1	$9.95M	Buy	446,344 +229,442	+106%	+$5.71M	0.02%	631
2021 Q4	$5.01M	Buy	216,902 +110,673	+104%	+$2.57M	0.01%	897
2021 Q3	$2.29M	Buy	106,229 +44,723	+73%	+$904K	0.01%	1183
2021 Q2	$1.27M	Sell	61,506 -2,962	-5%	-$64.3K	﹤0.01%	1498
2021 Q1	$1.29M	Buy	64,468 +408	+0.6%	+$7.87K	﹤0.01%	1434
2020 Q4	$1.05M	Sell	64,060 -380	-0.6%	-$5.54K	﹤0.01%	1236
2020 Q3	$771K	Buy	64,440 +1,354	+2%	+$16.5K	﹤0.01%	1356
2020 Q2	$767K	Sell	63,086 -9,919	-14%	-$115K	﹤0.01%	1243
2020 Q1	$748K	Sell	73,005 -150,132	-67%	-$2.5M	﹤0.01%	1149
2019 Q4	$4.51M	Buy	223,137 +149,291	+202%	+$2.82M	0.03%	579
2019 Q3	$1.32M	Sell	73,846 -2,566	-3%	-$44.4K	0.01%	1051
2019 Q2	$1.36M	Sell	76,412 -22,954	-23%	-$388K	0.01%	1055
2019 Q1	$1.57M	Buy	99,366 +14,623	+17%	+$244K	0.01%	952
2018 Q4	$1.25M	Sell	84,743 -45,150	-35%	-$795K	0.01%	946
2018 Q3	$2.58M	Sell	129,893 -31,922	-20%	-$663K	0.02%	749
2018 Q2	$3.16M	Buy	161,815 +8,158	+5%	+$163K	0.02%	666
2018 Q1	$3M	Buy	153,657 +1,805	+1%	+$37.8K	0.03%	657
2017 Q4	$3.06M	Sell	151,852 -1,423	-0.9%	-$26.8K	0.03%	665
2017 Q3	$2.89M	Sell	153,275 -2,151	-1%	-$38.9K	0.02%	680
2017 Q2	$2.91M	Sell	155,426 -9,165	-6%	-$166K	0.03%	659
2017 Q1	$2.92M	Buy	164,591 +16,307	+11%	+$298K	0.03%	618
2016 Q4	$2.71M	Sell	148,284 -33,245	-18%	-$524K	0.03%	595
2016 Q3	$2.2M	Buy	181,529 +53,032	+41%	+$635K	0.03%	631
2016 Q2	$1.42M	Sell	128,497 -16,983	-12%	-$203K	0.02%	734
2016 Q1	$1.61M	Sell	145,480 -12,523	-8%	-$140K	0.02%	814
2015 Q4	$2.09M	Buy	158,003 +15,986	+11%	+$210K	0.02%	623
2015 Q3	$1.86M	Buy	142,017 +115,102	+428%	+$1.63M	0.02%	645
2015 Q2	$404K	Sell	26,915 -8,772	-25%	-$129K	0.01%	1090
2015 Q1	$505K	Buy	35,687 +11,821	+50%	+$162K	0.01%	1062
2014 Q4	$332K	Buy	23,866 +2,905	+14%	+$38.6K	0.01%	1182
2014 Q3	$279K	Buy	20,961 +2,739	+15%	+$37.5K	﹤0.01%	1234
2014 Q2	$261K	Buy	18,222 +1,728	+10%	+$23.9K	﹤0.01%	1303
2014 Q1	$234K	Sell	16,494 -4,327	-21%	-$58K	﹤0.01%	1254
2013 Q4	$280K	Buy	20,821 +4,107	+25%	+$52K	0.01%	1183
2013 Q3	$191K	Sell	16,714 -28,490	-63%	-$340K	0.01%	1170
2013 Q2	$499K	Buy	+45,204	New	+$465K	0.01%	806