Key Financial Inc’s 180 Degree Capital TURN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-16	Closed	-$64	–	1495
2025 Q2	$64	Buy	+16	New	+$63	﹤0.01%	1415
2021 Q1	–	Sell	-17	Closed	–	–	804
2020 Q4	$0	Buy	+17	New	+$98	﹤0.01%	742
2020 Q2	–	Sell	-17	Closed	–	–	584
2020 Q1	$0	Buy	+17	New	+$100	﹤0.01%	724

Other funds holding TURN

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Key Financial Inc's TURN Position: Q3 2025 in Review

Key Financial Inc sold out of 180 Degree Capital (TURN) in Q3 2025, closing a stake of 16 shares — an estimated $64 sold.

Key Financial Inc first reported a position in TURN in Q1 2020 and held it in 3 quarters. The position peaked at $64 in Q2 2025. 2 funds tracked by Wall St. Rank hold TURN as of Q3 2025.

Key Financial Inc reported no remaining 180 Degree Capital position as of Q3 2025 after selling out during the quarter.
Key Financial Inc sold 16 180 Degree Capital shares in Q3 2025, an estimated $64.
Key Financial Inc first reported a position in 180 Degree Capital in Q1 2020 and held it in 3 quarters.
Key Financial Inc's 180 Degree Capital position peaked at $64 in Q2 2025.
2 funds tracked by Wall St. Rank held 180 Degree Capital as of Q3 2025.

Based on Key Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.