J.W. Cole Advisors’s KeyCorp KEY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$248K	Buy	14,245 +1,102	+8%	+$19.2K	0.01%	1240
2025 Q1	$210K	Buy	+13,143	New	+$210K	0.01%	1132
2023 Q1	–	Sell	-10,684	Closed	-$186K	–	793
2022 Q4	$186K	Buy	+10,684	New	+$186K	0.01%	696