Institutional & Family Asset Management’s KeyCorp KEY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,143	Closed	-$51.9K	–	776
2023 Q1	$51.9K	Buy	4,143 +1,104	+36%	+$18.6K	0.01%	218
2022 Q4	$52.9K	Sell	3,039 -467	-13%	-$8.21K	0.01%	215
2022 Q3	$56K	Buy	3,506 +467	+15%	+$8.36K	0.01%	216
2022 Q2	$52K	Hold	3,039	–	–	0.01%	221
2022 Q1	$68K	Sell	3,039 -494	-14%	-$12.3K	0.01%	227
2021 Q4	$82K	Sell	3,533 -780	-18%	-$18.1K	0.01%	221
2021 Q3	$93K	Sell	4,313 -505	-10%	-$10.2K	0.02%	250
2021 Q2	$99K	Sell	4,818 -153	-3%	-$3.32K	0.02%	243
2021 Q1	$99K	Sell	4,971 -90	-2%	-$1.74K	0.02%	270
2020 Q4	$83K	Sell	5,061 -185	-4%	-$2.69K	0.02%	265
2020 Q3	$63K	Sell	5,246 -779	-13%	-$9.49K	0.01%	258
2020 Q2	$73K	Buy	6,025 +557	+10%	+$6.47K	0.02%	269
2020 Q1	$57K	Buy	5,468 +4,053	+286%	+$67.4K	0.01%	264
2019 Q4	$29K	Hold	1,415	–	–	0.01%	387
2019 Q3	$25K	Buy	1,415 +284	+25%	+$4.91K	0.01%	372
2019 Q2	$20K	Hold	1,131	–	–	﹤0.01%	421
2019 Q1	$18K	Hold	1,131	–	–	﹤0.01%	440
2018 Q4	$17K	Sell	1,131 -7	-0.6%	-$123	﹤0.01%	423
2018 Q3	$23K	Sell	1,138 -90	-7%	-$1.87K	﹤0.01%	428
2018 Q2	$24K	Sell	1,228 -9	-0.7%	-$180	0.01%	418
2018 Q1	$24K	Buy	+1,237	New	+$25.9K	0.01%	396