Integrated Wealth Concepts’s KeyCorp KEY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$332K Sell
2025
Q1
$365K Sell
2024
Q4
$423K Buy
2024
Q3
$403K Buy
2024
Q2
$338K Buy
2024
Q1
$371K Buy
2023
Q4
$337K Buy
2023
Q3
$232K Sell
2023
Q2
$224K Buy
2023
Q1
$222K Buy
2022
Q4
Sell
2022
Q3
$263K Buy
2022
Q2
$278K Sell
2022
Q1
$367K Buy
2021
Q4
$341K Buy
2021
Q3
$317K Buy