Key Financial Inc’s Thomson Reuters TRI Stock Holding History

Key Financial Inc’s Portfolio TRI Stock Details TRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$420K	Hold
2025 Q2	$553K	Hold
2025 Q1	$475K	Hold
2024 Q4	$442K	Hold
2024 Q3	$470K	Hold
2024 Q2	$464K	Sell
2024 Q1	$449K	Sell
2023 Q4	$560K	Sell
2023 Q3	$473K	Hold
2023 Q2	$520K	Buy