Integrated Wealth Concepts’s KeyCorp KEY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$332K Sell
19,038
-3,803
-17% -$66.2K ﹤0.01% 1501
2025
Q1
$365K Sell
22,841
-1,838
-7% -$29.4K ﹤0.01% 1297
2024
Q4
$423K Buy
24,679
+631
+3% +$10.8K ﹤0.01% 1205
2024
Q3
$403K Buy
24,048
+229
+1% +$3.84K ﹤0.01% 1179
2024
Q2
$338K Buy
23,819
+358
+2% +$5.09K ﹤0.01% 1253
2024
Q1
$371K Buy
23,461
+63
+0.3% +$996 0.01% 1196
2023
Q4
$337K Buy
23,398
+1,806
+8% +$26K 0.01% 1206
2023
Q3
$232K Sell
21,592
-2,695
-11% -$29K ﹤0.01% 1346
2023
Q2
$224K Buy
24,287
+6,580
+37% +$60.8K ﹤0.01% 1368
2023
Q1
$222K Buy
+17,707
New +$222K ﹤0.01% 1185
2022
Q4
Sell
-16,396
Closed -$263K 1053
2022
Q3
$263K Buy
16,396
+236
+1% +$3.79K 0.01% 775
2022
Q2
$278K Sell
16,160
-241
-1% -$4.15K 0.01% 781
2022
Q1
$367K Buy
16,401
+1,663
+11% +$37.2K 0.01% 668
2021
Q4
$341K Buy
14,738
+73
+0.5% +$1.69K 0.01% 722
2021
Q3
$317K Buy
+14,665
New +$317K 0.01% 722