Key Financial Inc’s Alphabet (Google) Class C GOOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
7,220
-200
| -3% | -$35.5K | 0.26% | 72 |
|
|
2025
Q1 | $1.16M | Sell |
7,420
-40
| -0.5% | -$6.25K | 0.25% | 69 |
|
|
2024
Q4 | $1.42M | Hold |
7,460
| – | – | 0.32% | 61 |
|
|
2024
Q3 | $1.25M | Buy |
7,460
+80
| +1% | +$13.4K | 0.28% | 64 |
|
|
2024
Q2 | $1.35M | Buy |
7,380
+400
| +6% | +$73.4K | 0.32% | 56 |
|
|
2024
Q1 | $1.06M | Hold |
6,980
| – | – | 0.27% | 68 |
|
|
2023
Q4 | $984K | Hold |
6,980
| – | – | 0.27% | 72 |
|
|
2023
Q3 | $920K | Sell |
6,980
-600
| -8% | -$79.1K | 0.31% | 65 |
|
|
2023
Q2 | $917K | Buy |
7,580
+980
| +15% | +$119K | 0.3% | 67 |
|
|
2023
Q1 | $686K | Sell |
6,600
-120
| -2% | -$12.5K | 0.25% | 75 |
|
|
2022
Q4 | $646K | Hold |
6,720
| – | – | 0.31% | 60 |
|
|
2022
Q3 | $646K | Buy |
6,720
+60
| +0.9% | +$5.77K | 0.3% | 60 |
|
|
2022
Q2 | $726K | Buy |
6,660
+440
| +7% | +$48K | 0.39% | 45 |
|
|
2022
Q1 | $869K | Sell |
6,220
-200
| -3% | -$27.9K | 0.43% | 41 |
|
|
2021
Q4 | $929K | Buy |
6,420
+400
| +7% | +$57.9K | 0.47% | 38 |
|
|
2021
Q3 | $802K | Hold |
6,020
| – | – | 0.45% | 40 |
|
|
2021
Q2 | $814K | Buy |
6,020
+200
| +3% | +$27K | 0.45% | 40 |
|
|
2021
Q1 | $602K | Buy |
5,820
+500
| +9% | +$51.7K | 0.4% | 51 |
|
|
2020
Q4 | $466K | Hold |
5,320
| – | – | 0.35% | 60 |
|
|
2020
Q3 | $391K | Hold |
5,320
| – | – | 0.4% | 62 |
|
|
2020
Q2 | $371K | Hold |
5,320
| – | – | 0.43% | 59 |
|
|
2020
Q1 | $305K | Hold |
5,320
| – | – | 0.31% | 61 |
|
|
2019
Q4 | $356K | Buy |
+5,320
| New | +$356K | 0.33% | 68 |
|