KWMG
King Wealth Management Group’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $179K | Buy |
10,293
+16
| +0.2% | +$278 | 0.02% | 153 |
|
|
2025
Q1 | $164K | Buy |
10,277
+16
| +0.2% | +$255 | 0.02% | 154 |
|
|
2024
Q4 | $176K | Buy |
10,261
+14
| +0.1% | +$240 | 0.03% | 150 |
|
|
2024
Q3 | $172K | Buy |
10,247
+15
| +0.1% | +$252 | 0.03% | 149 |
|
|
2024
Q2 | $145K | Buy |
10,232
+18
| +0.2% | +$255 | 0.02% | 140 |
|
|
2024
Q1 | $161K | Buy |
+10,214
| New | +$161K | 0.03% | 141 |
|
|
2023
Q2 | – | Sell |
-11,930
| Closed | -$149K | – | 154 |
|
|
2023
Q1 | $149K | Buy |
11,930
+237
| +2% | +$2.96K | 0.03% | 141 |
|
|
2022
Q4 | $204K | Sell |
11,693
-200
| -2% | -$3.49K | 0.05% | 131 |
|
|
2022
Q3 | $191K | Hold |
11,893
| – | – | 0.05% | 140 |
|
|
2022
Q2 | $205K | Buy |
11,893
+284
| +2% | +$4.9K | 0.05% | 149 |
|
|
2022
Q1 | $260K | Buy |
11,609
+283
| +2% | +$6.34K | 0.05% | 145 |
|
|
2021
Q4 | $262K | Hold |
11,326
| – | – | 0.05% | 148 |
|
|
2021
Q3 | $245K | Hold |
11,326
| – | – | 0.05% | 151 |
|
|
2021
Q2 | $234K | Sell |
11,326
-79
| -0.7% | -$1.63K | 0.05% | 154 |
|
|
2021
Q1 | $228K | Buy |
11,405
+51
| +0.4% | +$1.02K | 0.05% | 146 |
|
|
2020
Q4 | $186K | Sell |
11,354
-1,275
| -10% | -$20.9K | 0.04% | 150 |
|
|
2020
Q3 | $151K | Buy |
12,629
+1
| +0% | +$12 | 0.04% | 156 |
|
|
2020
Q2 | $154K | Buy |
12,628
+2,314
| +22% | +$28.2K | 0.05% | 147 |
|
|
2020
Q1 | $107K | Sell |
10,314
-5,244
| -34% | -$54.4K | 0.05% | 133 |
|
|
2019
Q4 | $315K | Sell |
15,558
-500
| -3% | -$10.1K | 0.08% | 109 |
|
|
2019
Q3 | $286K | Hold |
16,058
| – | – | 0.08% | 106 |
|
|
2019
Q2 | $285K | Hold |
16,058
| – | – | 0.09% | 106 |
|
|
2019
Q1 | $253K | Buy |
16,058
+1,201
| +8% | +$18.9K | 0.08% | 113 |
|
|
2018
Q4 | $220K | Hold |
14,857
| – | – | 0.08% | 114 |
|
|
2018
Q3 | $296K | Sell |
14,857
-650
| -4% | -$13K | 0.09% | 95 |
|
|
2018
Q2 | $303K | Sell |
15,507
-638
| -4% | -$12.5K | 0.1% | 92 |
|
|
2018
Q1 | $316K | Sell |
16,145
-50
| -0.3% | -$979 | 0.11% | 93 |
|
|
2017
Q4 | $327K | Sell |
16,195
-515
| -3% | -$10.4K | 0.12% | 93 |
|
|
2017
Q3 | $314K | Sell |
16,710
-42
| -0.3% | -$789 | 0.12% | 95 |
|
|
2017
Q2 | $314K | Sell |
16,752
-708
| -4% | -$13.3K | 0.12% | 93 |
|
|
2017
Q1 | $310K | Sell |
17,460
-115
| -0.7% | -$2.04K | 0.13% | 91 |
|
|
2016
Q4 | $321K | Hold |
17,575
| – | – | 0.14% | 84 |
|
|
2016
Q3 | $214K | Buy |
+17,575
| New | +$214K | 0.11% | 109 |
|