Jamison Private Wealth Management’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $678K | Buy |
38,948
+104
| +0.3% | +$1.81K | 0.1% | 126 |
|
|
2025
Q1 | $621K | Sell |
38,844
-314
| -0.8% | -$5.02K | 0.09% | 131 |
|
|
2024
Q4 | $671K | Sell |
39,158
-592
| -1% | -$10.1K | 0.1% | 123 |
|
|
2024
Q3 | $666K | Sell |
39,750
-4,034
| -9% | -$67.6K | 0.1% | 124 |
|
|
2024
Q2 | $622K | Sell |
43,784
-164
| -0.4% | -$2.33K | 0.1% | 120 |
|
|
2024
Q1 | $695K | Buy |
43,948
+192
| +0.4% | +$3.04K | 0.12% | 117 |
|
|
2023
Q4 | $630K | Buy |
43,756
+145
| +0.3% | +$2.09K | 0.12% | 117 |
|
|
2023
Q3 | $469K | Buy |
+43,611
| New | +$469K | 0.1% | 129 |
|