Key Financial Inc’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4K | Hold |
30
| – | – | ﹤0.01% | 776 |
|
|
2025
Q1 | $13.6K | Hold |
30
| – | – | ﹤0.01% | 746 |
|
|
2024
Q4 | $14.4K | Hold |
30
| – | – | ﹤0.01% | 736 |
|
|
2024
Q3 | $13.8K | Hold |
30
| – | – | ﹤0.01% | 718 |
|
|
2024
Q2 | $12.2K | Hold |
30
| – | – | ﹤0.01% | 726 |
|
|
2024
Q1 | $13.6K | Hold |
30
| – | – | ﹤0.01% | 686 |
|
|
2023
Q4 | $14.3K | Hold |
30
| – | – | ﹤0.01% | 653 |
|
|
2023
Q3 | $13.1K | Hold |
30
| – | – | ﹤0.01% | 652 |
|
|
2023
Q2 | $12K | Hold |
30
| – | – | ﹤0.01% | 676 |
|
|
2023
Q1 | $12.5K | Sell |
30
-140
| -82% | -$58.1K | ﹤0.01% | 628 |
|
|
2022
Q4 | $68K | Hold |
170
| – | – | 0.03% | 310 |
|
|
2022
Q3 | $68K | Hold |
170
| – | – | 0.03% | 312 |
|
|
2022
Q2 | $67K | Hold |
170
| – | – | 0.04% | 307 |
|
|
2022
Q1 | $74K | Hold |
170
| – | – | 0.04% | 308 |
|
|
2021
Q4 | $83K | Hold |
170
| – | – | 0.04% | 262 |
|
|
2021
Q3 | $67K | Hold |
170
| – | – | 0.04% | 294 |
|
|
2021
Q2 | $61K | Buy |
170
+30
| +21% | +$10.8K | 0.03% | 320 |
|
|
2021
Q1 | $43K | Hold |
140
| – | – | 0.03% | 300 |
|
|
2020
Q4 | $47K | Buy |
+140
| New | +$47K | 0.04% | 252 |
|
|
2020
Q2 | – | Sell |
-140
| Closed | -$38K | – | 272 |
|
|
2020
Q1 | $38K | Buy |
+140
| New | +$38K | 0.04% | 248 |
|