IFWM
Institute for Wealth Management’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $491K | Hold |
28,177
| – | – | 0.05% | 318 |
|
|
2025
Q1 | $451K | Hold |
28,177
| – | – | 0.06% | 314 |
|
|
2024
Q4 | $483K | Hold |
28,177
| – | – | 0.06% | 289 |
|
|
2024
Q3 | $472K | Buy |
28,177
+650
| +2% | +$10.9K | 0.06% | 312 |
|
|
2024
Q2 | $391K | Hold |
27,527
| – | – | 0.05% | 331 |
|
|
2024
Q1 | $435K | Hold |
27,527
| – | – | 0.06% | 309 |
|
|
2023
Q4 | $396K | Sell |
27,527
-1,187
| -4% | -$17.1K | 0.06% | 312 |
|
|
2023
Q3 | $309K | Sell |
28,714
-64
| -0.2% | -$689 | 0.06% | 334 |
|
|
2023
Q2 | $266K | Sell |
28,778
-90
| -0.3% | -$832 | 0.04% | 379 |
|
|
2023
Q1 | $361K | Sell |
28,868
-320
| -1% | -$4.01K | 0.07% | 310 |
|
|
2022
Q4 | $508K | Sell |
29,188
-184
| -0.6% | -$3.21K | 0.11% | 253 |
|
|
2022
Q3 | $471K | Hold |
29,372
| – | – | 0.11% | 249 |
|
|
2022
Q2 | $506K | Buy |
29,372
+715
| +2% | +$12.3K | 0.1% | 268 |
|
|
2022
Q1 | $641K | Hold |
28,657
| – | – | 0.1% | 237 |
|
|
2021
Q4 | $663K | Hold |
28,657
| – | – | 0.11% | 230 |
|
|
2021
Q3 | $620K | Sell |
28,657
-500
| -2% | -$10.8K | 0.11% | 227 |
|
|
2021
Q2 | $602K | Hold |
29,157
| – | – | 0.11% | 235 |
|
|
2021
Q1 | $583K | Sell |
29,157
-316
| -1% | -$6.32K | 0.11% | 230 |
|
|
2020
Q4 | $484K | Buy |
29,473
+1,828
| +7% | +$30K | 0.1% | 256 |
|
|
2020
Q3 | $330K | Buy |
27,645
+64
| +0.2% | +$764 | 0.08% | 297 |
|
|
2020
Q2 | $336K | Buy |
27,581
+679
| +3% | +$8.27K | 0.08% | 304 |
|
|
2020
Q1 | $279K | Buy |
26,902
+670
| +3% | +$6.95K | 0.09% | 290 |
|
|
2019
Q4 | $531K | Hold |
26,232
| – | – | 0.12% | 239 |
|
|
2019
Q3 | $468K | Hold |
26,232
| – | – | 0.12% | 246 |
|
|
2019
Q2 | $466K | Sell |
26,232
-536
| -2% | -$9.52K | 0.1% | 264 |
|
|
2019
Q1 | $422K | Buy |
+26,768
| New | +$422K | 0.09% | 272 |
|
|
2018
Q4 | – | Sell |
-27,082
| Closed | -$548K | – | 303 |
|
|
2018
Q3 | $548K | Sell |
27,082
-75
| -0.3% | -$1.52K | 0.19% | 154 |
|
|
2018
Q2 | $532K | Buy |
27,157
+50
| +0.2% | +$979 | 0.17% | 159 |
|
|
2018
Q1 | $539K | Sell |
27,107
-234
| -0.9% | -$4.65K | 0.16% | 185 |
|
|
2017
Q4 | $551K | Sell |
27,341
-2,266
| -8% | -$45.7K | 0.13% | 210 |
|
|
2017
Q3 | $561K | Buy |
29,607
+280
| +1% | +$5.31K | 0.18% | 174 |
|
|
2017
Q2 | $550K | Buy |
+29,327
| New | +$550K | 0.15% | 208 |
|