KeyBank National Association’s Latham Group SWIM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$26.1M Hold
4,092,901
0.1% 154
2025
Q1
$26.3M Hold
4,092,901
0.11% 150
2024
Q4
$28.5M Hold
4,092,901
0.11% 146
2024
Q3
$27.8M Buy
+4,092,901
New +$27.8M 0.11% 151