JFS Wealth Advisors’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6K | Buy |
610
+82
| +16% | +$1.43K | ﹤0.01% | 848 |
|
|
2025
Q1 | $8.44K | Buy |
528
+164
| +45% | +$2.62K | ﹤0.01% | 931 |
|
|
2024
Q4 | $6.24K | Sell |
364
-59
| -14% | -$1.01K | ﹤0.01% | 1033 |
|
|
2024
Q3 | $7.09K | Buy |
423
+15
| +4% | +$251 | ﹤0.01% | 984 |
|
|
2024
Q2 | $5.8K | Sell |
408
-18
| -4% | -$256 | ﹤0.01% | 1005 |
|
|
2024
Q1 | $6.74K | Hold |
426
| – | – | ﹤0.01% | 973 |
|
|
2023
Q4 | $6.14K | Buy |
426
+52
| +14% | +$749 | ﹤0.01% | 973 |
|
|
2023
Q3 | $4.03K | Buy |
374
+104
| +39% | +$1.12K | ﹤0.01% | 1086 |
|
|
2023
Q2 | $2.5K | Buy |
270
+207
| +329% | +$1.91K | ﹤0.01% | 1304 |
|
|
2023
Q1 | $789 | Sell |
63
-283
| -82% | -$3.54K | ﹤0.01% | 1640 |
|
|
2022
Q4 | $6.03K | Sell |
346
-53
| -13% | -$923 | ﹤0.01% | 920 |
|
|
2022
Q3 | $6K | Buy |
399
+292
| +273% | +$4.39K | ﹤0.01% | 921 |
|
|
2022
Q2 | $2K | Sell |
107
-173
| -62% | -$3.23K | ﹤0.01% | 1334 |
|
|
2022
Q1 | $6K | Buy |
280
+111
| +66% | +$2.38K | ﹤0.01% | 981 |
|
|
2021
Q4 | $4K | Buy |
169
+111
| +191% | +$2.63K | ﹤0.01% | 861 |
|
|
2021
Q3 | $1K | Buy |
+58
| New | +$1K | ﹤0.01% | 808 |
|
|
2018
Q4 | – | Sell |
-495
| Closed | -$10K | – | 503 |
|
|
2018
Q3 | $10K | Buy |
+495
| New | +$10K | ﹤0.01% | 405 |
|
|
2018
Q2 | – | Sell |
-9
| Closed | – | – | 513 |
|
|
2018
Q1 | $0 | Buy |
+9
| New | – | ﹤0.01% | 550 |
|
|
2016
Q2 | – | Sell |
-109
| Closed | -$1K | – | 565 |
|
|
2016
Q1 | $1K | Buy |
+109
| New | +$1K | ﹤0.01% | 580 |
|