Kingswood Wealth Advisors’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $186K | Sell |
10,649
-5,442
| -34% | -$94.8K | 0.01% | 712 |
|
|
2025
Q1 | $256K | Sell |
16,091
-5,873
| -27% | -$93.6K | 0.02% | 601 |
|
|
2024
Q4 | $376K | Sell |
21,964
-13,839
| -39% | -$237K | 0.03% | 528 |
|
|
2024
Q3 | $598K | Buy |
35,803
+13,049
| +57% | +$218K | 0.04% | 409 |
|
|
2024
Q2 | $323K | Buy |
22,754
+128
| +0.6% | +$1.82K | 0.03% | 498 |
|
|
2024
Q1 | $358K | Sell |
22,626
-6,021
| -21% | -$95.2K | 0.04% | 430 |
|
|
2023
Q4 | $413K | Buy |
+28,647
| New | +$413K | 0.05% | 389 |
|