KFI
Key Financial Inc’s Cisco CSCO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.31M | Buy |
18,874
+113
| +0.6% | +$7.84K | 0.26% | 69 |
|
2025
Q1 | $1.16M | Hold |
18,761
| – | – | 0.25% | 70 |
|
2024
Q4 | $1.11M | Sell |
18,761
-517
| -3% | -$30.6K | 0.25% | 74 |
|
2024
Q3 | $1.03M | Sell |
19,278
-472
| -2% | -$25.1K | 0.23% | 80 |
|
2024
Q2 | $938K | Buy |
19,750
+240
| +1% | +$11.4K | 0.22% | 77 |
|
2024
Q1 | $974K | Sell |
19,510
-500
| -2% | -$25K | 0.25% | 73 |
|
2023
Q4 | $1.01M | Buy |
20,010
+755
| +4% | +$38.1K | 0.28% | 69 |
|
2023
Q3 | $1.04M | Buy |
19,255
+168
| +0.9% | +$9.03K | 0.35% | 56 |
|
2023
Q2 | $988K | Buy |
19,087
+388
| +2% | +$20.1K | 0.33% | 63 |
|
2023
Q1 | $977K | Buy |
18,699
+4,645
| +33% | +$243K | 0.36% | 56 |
|
2022
Q4 | $562K | Hold |
14,054
| – | – | 0.27% | 70 |
|
2022
Q3 | $562K | Buy |
14,054
+7,761
| +123% | +$310K | 0.26% | 70 |
|
2022
Q2 | $268K | Sell |
6,293
-848
| -12% | -$36.1K | 0.15% | 123 |
|
2022
Q1 | $398K | Buy |
7,141
+760
| +12% | +$42.4K | 0.2% | 99 |
|
2021
Q4 | $404K | Buy |
6,381
+369
| +6% | +$23.4K | 0.2% | 96 |
|
2021
Q3 | $327K | Buy |
6,012
+48
| +0.8% | +$2.61K | 0.19% | 106 |
|
2021
Q2 | $330K | Buy |
5,964
+240
| +4% | +$13.3K | 0.18% | 105 |
|
2021
Q1 | $296K | Buy |
5,724
+117
| +2% | +$6.05K | 0.2% | 103 |
|
2020
Q4 | $251K | Buy |
5,607
+100
| +2% | +$4.48K | 0.19% | 100 |
|
2020
Q3 | $217K | Sell |
5,507
-252
| -4% | -$9.93K | 0.22% | 104 |
|
2020
Q2 | $266K | Buy |
5,759
+807
| +16% | +$37.3K | 0.31% | 83 |
|
2020
Q1 | $200K | Sell |
4,952
-1,054
| -18% | -$42.6K | 0.21% | 91 |
|
2019
Q4 | $288K | Buy |
+6,006
| New | +$288K | 0.27% | 84 |
|