Key Financial Inc’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2K | Hold |
58
| – | – | ﹤0.01% | 856 |
|
|
2025
Q1 | $10.5K | Sell |
58
-19
| -25% | -$3.44K | ﹤0.01% | 803 |
|
|
2024
Q4 | $16.1K | Hold |
77
| – | – | ﹤0.01% | 713 |
|
|
2024
Q3 | $16.5K | Hold |
77
| – | – | ﹤0.01% | 685 |
|
|
2024
Q2 | $15.5K | Hold |
77
| – | – | ﹤0.01% | 685 |
|
|
2024
Q1 | $18.8K | Hold |
77
| – | – | ﹤0.01% | 624 |
|
|
2023
Q4 | $16.7K | Hold |
77
| – | – | ﹤0.01% | 626 |
|
|
2023
Q3 | $16K | Hold |
77
| – | – | 0.01% | 617 |
|
|
2023
Q2 | $16.6K | Buy |
77
+19
| +33% | +$4.09K | 0.01% | 613 |
|
|
2023
Q1 | $13.4K | Hold |
58
| – | – | ﹤0.01% | 617 |
|
|
2022
Q4 | $11.6K | Hold |
58
| – | – | 0.01% | 595 |
|
|
2022
Q3 | $12K | Hold |
58
| – | – | 0.01% | 591 |
|
|
2022
Q2 | $11K | Hold |
58
| – | – | 0.01% | 606 |
|
|
2022
Q1 | $11K | Hold |
58
| – | – | 0.01% | 613 |
|
|
2021
Q4 | $14K | Hold |
58
| – | – | 0.01% | 538 |
|
|
2021
Q3 | $12K | Hold |
58
| – | – | 0.01% | 546 |
|
|
2021
Q2 | $13K | Buy |
+58
| New | +$13K | 0.01% | 525 |
|