Key Financial Inc’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Sell |
1,073
-621
| -37% | -$222K | 0.08% | 199 |
|
|
2025
Q1 | $460K | Buy |
1,694
+73
| +5% | +$19.8K | 0.1% | 167 |
|
|
2024
Q4 | $538K | Buy |
1,621
+628
| +63% | +$208K | 0.12% | 146 |
|
|
2024
Q3 | $329K | Buy |
993
+2
| +0.2% | +$663 | 0.07% | 197 |
|
|
2024
Q2 | $311K | Hold |
991
| – | – | 0.07% | 189 |
|
|
2024
Q1 | $310K | Hold |
991
| – | – | 0.08% | 183 |
|
|
2023
Q4 | $239K | Hold |
991
| – | – | 0.07% | 199 |
|
|
2023
Q3 | $211K | Hold |
991
| – | – | 0.07% | 192 |
|
|
2023
Q2 | $199K | Buy |
991
+35
| +4% | +$7.04K | 0.07% | 211 |
|
|
2023
Q1 | $164K | Hold |
956
| – | – | 0.06% | 226 |
|
|
2022
Q4 | $127K | Hold |
956
| – | – | 0.06% | 218 |
|
|
2022
Q3 | $127K | Buy |
956
+77
| +9% | +$10.2K | 0.06% | 223 |
|
|
2022
Q2 | $112K | Hold |
879
| – | – | 0.06% | 220 |
|
|
2022
Q1 | $133K | Buy |
879
+427
| +94% | +$64.6K | 0.07% | 211 |
|
|
2021
Q4 | $78K | Buy |
452
+8
| +2% | +$1.38K | 0.04% | 277 |
|
|
2021
Q3 | $66K | Buy |
444
+100
| +29% | +$14.9K | 0.04% | 301 |
|
|
2021
Q2 | $54K | Hold |
344
| – | – | 0.03% | 345 |
|
|
2021
Q1 | $48K | Hold |
344
| – | – | 0.03% | 281 |
|
|
2020
Q4 | $41K | Buy |
+344
| New | +$41K | 0.03% | 274 |
|
|
2020
Q2 | – | Sell |
-262
| Closed | -$21K | – | 255 |
|
|
2020
Q1 | $21K | Buy |
+262
| New | +$21K | 0.02% | 314 |
|