KFI
HYB

Key Financial Inc’s New America High Income Fund, Inc. HYB Stock Holding History

Key Financial Inc’s Portfolio HYB Stock Details HYB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,360
Closed -$11.1K – 1417
2024
Q4 		$11.1K Hold
1,360
– – ﹤0.01% 798
2024
Q3 		$11.3K Hold
1,360
– – ﹤0.01% 761
2024
Q2 		$9.97K Hold
1,360
– – ﹤0.01% 780
2024
Q1 		$9.9K Hold
1,360
– – ﹤0.01% 762
2023
Q4 		$9.57K Hold
1,360
– – ﹤0.01% 749
2023
Q3 		$8.81K Hold
1,360
– – ﹤0.01% 751
2023
Q2 		$9.04K Hold
1,360
– – ﹤0.01% 761
2023
Q1 		$9.26K Hold
1,360
– – ﹤0.01% 702
2022
Q4 		$8.85K Hold
1,360
– – ﹤0.01% 656
2022
Q3 		$9K Hold
1,360
– – ﹤0.01% 667
2022
Q2 		$9K Hold
1,360
– – ﹤0.01% 667
2022
Q1 		$11K Hold
1,360
– – 0.01% 624
2021
Q4 		$13K Sell
1,360
-700
-34% -$6.77K 0.01% 555
2021
Q3 		$20K Buy
+2,060
New +$19.4K 0.01% 474

Other funds holding HYB

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Key Financial Inc's HYB Position: Q1 2025 in Review

Key Financial Inc sold out of New America High Income Fund, Inc. (HYB) in Q1 2025, closing a stake of 1,360 shares — an estimated $11.1K sold.

Key Financial Inc first reported a position in HYB in Q3 2021 and held it in 14 quarters. The position peaked at $20K in Q3 2021. 4 funds tracked by Wall St. Rank hold HYB as of Q1 2025.

  • Key Financial Inc reported no remaining New America High Income Fund, Inc. position as of Q1 2025 after selling out during the quarter.
  • Key Financial Inc sold 1,360 New America High Income Fund, Inc. shares in Q1 2025, an estimated $11.1K.
  • Key Financial Inc first reported a position in New America High Income Fund, Inc. in Q3 2021 and held it in 14 quarters.
  • Key Financial Inc's New America High Income Fund, Inc. position peaked at $20K in Q3 2021.
  • 4 funds tracked by Wall St. Rank held New America High Income Fund, Inc. as of Q1 2025.

Based on Key Financial Inc's 13F filing for Q1 2025, filed 1 May 2025.