Key Financial Inc’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11K | Hold |
19
| – | – | ﹤0.01% | 830 |
|
|
2025
Q1 | $10.7K | Hold |
19
| – | – | ﹤0.01% | 799 |
|
|
2024
Q4 | $11.4K | Buy |
19
+4
| +27% | +$2.4K | ﹤0.01% | 789 |
|
|
2024
Q3 | $8.74K | Buy |
15
+2
| +15% | +$1.17K | ﹤0.01% | 835 |
|
|
2024
Q2 | $6.26K | Hold |
13
| – | – | ﹤0.01% | 896 |
|
|
2024
Q1 | $7.29K | Hold |
13
| – | – | ﹤0.01% | 837 |
|
|
2023
Q4 | $7.35K | Hold |
13
| – | – | ﹤0.01% | 818 |
|
|
2023
Q3 | $6.67K | Hold |
13
| – | – | ﹤0.01% | 829 |
|
|
2023
Q2 | $6.1K | Buy |
13
+8
| +160% | +$3.75K | ﹤0.01% | 855 |
|
|
2023
Q1 | $2.8K | Hold |
5
| – | – | ﹤0.01% | 904 |
|
|
2022
Q4 | $2.11K | Hold |
5
| – | – | ﹤0.01% | 944 |
|
|
2022
Q3 | $2K | Hold |
5
| – | – | ﹤0.01% | 961 |
|
|
2022
Q2 | $2K | Hold |
5
| – | – | ﹤0.01% | 947 |
|
|
2022
Q1 | $3K | Hold |
5
| – | – | ﹤0.01% | 877 |
|
|
2021
Q4 | $3K | Hold |
5
| – | – | ﹤0.01% | 784 |
|
|
2021
Q3 | $3K | Buy |
+5
| New | +$3K | ﹤0.01% | 767 |
|