IAA
Independent Advisor Alliance’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,652
| Closed | -$183K | – | 1133 |
|
|
2024
Q4 | $183K | Buy |
+10,652
| New | +$183K | ﹤0.01% | 1299 |
|
|
2024
Q1 | – | Sell |
-10,433
| Closed | -$150K | – | 718 |
|
|
2023
Q4 | $150K | Sell |
10,433
-10,292
| -50% | -$148K | 0.01% | 646 |
|
|
2023
Q3 | $223K | Buy |
20,725
+1,741
| +9% | +$18.7K | 0.01% | 590 |
|
|
2023
Q2 | $175K | Buy |
18,984
+1,450
| +8% | +$13.4K | 0.01% | 631 |
|
|
2023
Q1 | $220K | Buy |
17,534
+528
| +3% | +$6.61K | 0.01% | 592 |
|
|
2022
Q4 | $296 | Sell |
17,006
-199
| -1% | -$3 | ﹤0.01% | 365 |
|
|
2022
Q3 | $276K | Sell |
17,205
-48,881
| -74% | -$784K | 0.02% | 503 |
|
|
2022
Q2 | $1.14M | Buy |
66,086
+37,495
| +131% | +$646K | 0.06% | 247 |
|
|
2022
Q1 | $640K | Sell |
28,591
-13,327
| -32% | -$298K | 0.03% | 349 |
|
|
2021
Q4 | $970K | Buy |
41,918
+6,858
| +20% | +$159K | 0.05% | 280 |
|
|
2021
Q3 | $758K | Buy |
35,060
+1,684
| +5% | +$36.4K | 0.04% | 304 |
|
|
2021
Q2 | $689K | Sell |
33,376
-78,256
| -70% | -$1.62M | 0.04% | 320 |
|
|
2021
Q1 | $2.23M | Buy |
111,632
+75,858
| +212% | +$1.52M | 0.13% | 144 |
|
|
2020
Q4 | $587K | Buy |
35,774
+7,288
| +26% | +$120K | 0.04% | 317 |
|
|
2020
Q3 | $340K | Buy |
28,486
+4,560
| +19% | +$54.4K | 0.03% | 364 |
|
|
2020
Q2 | $291K | Buy |
+23,926
| New | +$291K | 0.03% | 371 |
|
|
2019
Q3 | – | Sell |
-17,815
| Closed | -$316K | – | 464 |
|
|
2019
Q2 | $316K | Buy |
+17,815
| New | +$316K | 0.05% | 288 |
|