KeyBank National Association’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Buy |
9,691
+109
| +1% | +$4.43K | ﹤0.01% | 867 |
|
|
2025
Q1 | $392K | Buy |
9,582
+138
| +1% | +$5.65K | ﹤0.01% | 860 |
|
|
2024
Q4 | $544K | Sell |
9,444
-4
| -0% | -$230 | ﹤0.01% | 745 |
|
|
2024
Q3 | $786K | Buy |
+9,448
| New | +$786K | ﹤0.01% | 622 |
|
|
2023
Q4 | – | Sell |
-2,140
| Closed | -$223K | – | 1101 |
|
|
2023
Q3 | $223K | Buy |
2,140
+13
| +0.6% | +$1.35K | ﹤0.01% | 949 |
|
|
2023
Q2 | $257K | Sell |
2,127
-93
| -4% | -$11.2K | ﹤0.01% | 930 |
|
|
2023
Q1 | $246K | Buy |
+2,220
| New | +$246K | ﹤0.01% | 951 |
|
|
2022
Q4 | – | Sell |
-3,012
| Closed | -$288K | – | 1082 |
|
|
2022
Q3 | $288K | Buy |
3,012
+22
| +0.7% | +$2.1K | ﹤0.01% | 869 |
|
|
2022
Q2 | $297K | Buy |
2,990
+203
| +7% | +$20.2K | ﹤0.01% | 885 |
|
|
2022
Q1 | $294K | Sell |
2,787
-2,670
| -49% | -$282K | ﹤0.01% | 918 |
|
|
2021
Q4 | $600K | Sell |
5,457
-551
| -9% | -$60.6K | ﹤0.01% | 753 |
|
|
2021
Q3 | $719K | Buy |
6,008
+143
| +2% | +$17.1K | ﹤0.01% | 673 |
|
|
2021
Q2 | $803K | Buy |
5,865
+345
| +6% | +$47.2K | ﹤0.01% | 637 |
|
|
2021
Q1 | $737K | Buy |
+5,520
| New | +$737K | ﹤0.01% | 686 |
|
|
2020
Q1 | – | Sell |
-4,815
| Closed | -$489K | – | 982 |
|
|
2019
Q4 | $489K | Buy |
+4,815
| New | +$489K | ﹤0.01% | 729 |
|
|
2018
Q4 | – | Sell |
-3,491
| Closed | -$352K | – | 1015 |
|
|
2018
Q3 | $352K | Sell |
3,491
-1,903
| -35% | -$192K | ﹤0.01% | 858 |
|
|
2018
Q2 | $659K | Sell |
5,394
-481
| -8% | -$58.8K | ﹤0.01% | 675 |
|
|
2018
Q1 | $673K | Sell |
5,875
-409
| -7% | -$46.9K | ﹤0.01% | 664 |
|
|
2017
Q4 | $779K | Sell |
6,284
-431
| -6% | -$53.4K | ﹤0.01% | 630 |
|
|
2017
Q3 | $703K | Sell |
6,715
-471
| -7% | -$49.3K | ﹤0.01% | 679 |
|
|
2017
Q2 | $663K | Hold |
7,186
| – | – | ﹤0.01% | 727 |
|
|
2017
Q1 | $602K | Buy |
7,186
+48
| +0.7% | +$4.02K | ﹤0.01% | 764 |
|
|
2016
Q4 | $588K | Sell |
7,138
-1,434
| -17% | -$118K | ﹤0.01% | 764 |
|
|
2016
Q3 | $664K | Sell |
8,572
-2,778
| -24% | -$215K | ﹤0.01% | 738 |
|
|
2016
Q2 | $928K | Buy |
11,350
+7,745
| +215% | +$633K | 0.01% | 581 |
|
|
2016
Q1 | $355K | Sell |
3,605
-427
| -11% | -$42K | ﹤0.01% | 885 |
|
|
2015
Q4 | $347K | Buy |
4,032
+463
| +13% | +$39.8K | ﹤0.01% | 905 |
|
|
2015
Q3 | $428K | Sell |
3,569
-176
| -5% | -$21.1K | ﹤0.01% | 826 |
|
|
2015
Q2 | $555K | Sell |
3,745
-4,773
| -56% | -$707K | ﹤0.01% | 781 |
|
|
2015
Q1 | $1.2M | Buy |
8,518
+4,696
| +123% | +$663K | 0.01% | 563 |
|
|
2014
Q4 | $578K | Buy |
3,822
+465
| +14% | +$70.3K | ﹤0.01% | 804 |
|
|
2014
Q3 | $503K | Sell |
3,357
-6,749
| -67% | -$1.01M | ﹤0.01% | 866 |
|
|
2014
Q2 | $1.32M | Buy |
10,106
+184
| +2% | +$24K | 0.01% | 555 |
|
|
2014
Q1 | $1.39M | Buy |
9,922
+489
| +5% | +$68.3K | 0.01% | 536 |
|
|
2013
Q4 | $1.37M | Sell |
9,433
-1,023
| -10% | -$149K | 0.01% | 530 |
|
|
2013
Q3 | $1.35M | Buy |
10,456
+1,311
| +14% | +$169K | 0.01% | 522 |
|
|
2013
Q2 | $869K | Buy |
+9,145
| New | +$869K | ﹤0.01% | 822 |
|