Key Financial Inc’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4K | Hold |
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|
2025
Q1 | $13.6K | Hold |
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|
2024
Q4 | $14.4K | Hold |
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|
2024
Q3 | $13.8K | Hold |
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|
2024
Q2 | $12.2K | Hold |
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|
2024
Q1 | $13.6K | Hold |
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|
2023
Q4 | $14.3K | Hold |
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|
2023
Q3 | $13.1K | Hold |
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|
2023
Q2 | $12K | Hold |
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|
2023
Q1 | $12.5K | Sell |
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|
2022
Q4 | $68K | Hold |
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|
2022
Q3 | $68K | Hold |
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|
2022
Q2 | $67K | Hold |
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|
2022
Q1 | $74K | Hold |
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|
2021
Q4 | $83K | Hold |
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|
2021
Q3 | $67K | Hold |
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|
2021
Q2 | $61K | Buy |
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|
2021
Q1 | $43K | Hold |
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|
2020
Q4 | $47K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $38K | Buy |
|