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 |
|