Laird Norton Wetherby Wealth Management’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12,386
| Closed | -$114K | – | 938 |
|
|
2023
Q2 | $114K | Sell |
12,386
-10,359
| -46% | -$108K | 0.01% | 919 |
|
|
2023
Q1 | $285K | Sell |
22,745
-601
| -3% | -$10.2K | 0.02% | 727 |
|
|
2022
Q4 | $407K | Buy |
23,346
+110
| +0.5% | +$1.94K | 0.03% | 587 |
|
|
2022
Q3 | $372K | Sell |
23,236
-2,509
| -10% | -$44.9K | 0.03% | 583 |
|
|
2022
Q2 | $444K | Buy |
25,745
+1,256
| +5% | +$24.3K | 0.03% | 548 |
|
|
2022
Q1 | $548K | Sell |
24,489
-2
| -0% | -$50 | 0.03% | 495 |
|
|
2021
Q4 | $566K | Buy |
24,491
+1,519
| +7% | +$35.3K | 0.03% | 476 |
|
|
2021
Q3 | $497K | Buy |
22,972
+123
| +0.5% | +$2.49K | 0.03% | 513 |
|
|
2021
Q2 | $472K | Buy |
22,849
+224
| +1% | +$4.86K | 0.03% | 531 |
|
|
2021
Q1 | $452K | Sell |
22,625
-341
| -1% | -$6.58K | 0.03% | 468 |
|
|
2020
Q4 | $377K | Buy |
22,966
+190
| +0.8% | +$2.77K | 0.03% | 561 |
|
|
2020
Q3 | $271K | Sell |
22,776
-1,245
| -5% | -$15.2K | 0.02% | 550 |
|
|
2020
Q2 | $293K | Sell |
24,021
-4,997
| -17% | -$58.1K | 0.03% | 523 |
|
|
2020
Q1 | $301K | Buy |
29,018
+3,067
| +12% | +$51K | 0.03% | 451 |
|
|
2019
Q4 | $526K | Sell |
25,951
-1,499
| -5% | -$28.3K | 0.05% | 393 |
|
|
2019
Q3 | $490K | Buy |
27,450
+2,738
| +11% | +$47.4K | 0.05% | 410 |
|
|
2019
Q2 | $439K | Buy |
24,712
+619
| +3% | +$10.5K | 0.05% | 427 |
|
|
2019
Q1 | $379K | Sell |
24,093
-5,917
| -20% | -$98.7K | 0.05% | 442 |
|
|
2018
Q4 | $443K | Buy |
30,010
+2,142
| +8% | +$37.7K | 0.06% | 363 |
|
|
2018
Q3 | $555K | Sell |
27,868
-9
| -0% | -$187 | 0.07% | 329 |
|
|
2018
Q2 | $545K | Buy |
27,877
+1,253
| +5% | +$25K | 0.07% | 317 |
|
|
2018
Q1 | $521K | Buy |
26,624
+675
| +3% | +$14.1K | 0.07% | 334 |
|
|
2017
Q4 | $524K | Buy |
25,949
+6,887
| +36% | +$130K | 0.07% | 332 |
|
|
2017
Q3 | $358K | Sell |
19,062
-365
| -2% | -$6.6K | 0.05% | 413 |
|
|
2017
Q2 | $364K | Sell |
19,427
-86
| -0.4% | -$1.56K | 0.06% | 383 |
|
|
2017
Q1 | $347K | Sell |
19,513
-1,277
| -6% | -$23.4K | 0.06% | 385 |
|
|
2016
Q4 | $380K | Sell |
20,790
-26
| -0.1% | -$410 | 0.07% | 342 |
|
|
2016
Q3 | $253K | Buy |
20,816
+2,303
| +12% | +$27.6K | 0.05% | 428 |
|
|
2016
Q2 | $204K | Sell |
18,513
-527
| -3% | -$6.28K | 0.05% | 457 |
|
|
2016
Q1 | $210K | Buy |
19,040
+938
| +5% | +$10.5K | 0.05% | 427 |
|
|
2015
Q4 | $239K | Buy |
18,102
+833
| +5% | +$10.9K | 0.06% | 375 |
|
|
2015
Q3 | $225K | Sell |
17,269
-969
| -5% | -$13.8K | 0.06% | 392 |
|
|
2015
Q2 | $274K | Sell |
18,238
-171
| -0.9% | -$2.52K | 0.07% | 352 |
|
|
2015
Q1 | $261K | Buy |
18,409
+2,378
| +15% | +$32.7K | 0.06% | 357 |
|
|
2014
Q4 | $223K | Buy |
16,031
+203
| +1% | +$2.7K | 0.06% | 387 |
|
|
2014
Q3 | $211K | Sell |
15,828
-315
| -2% | -$4.31K | 0.06% | 395 |
|
|
2014
Q2 | $231K | Sell |
16,143
-43
| -0.3% | -$594 | 0.07% | 361 |
|
|
2014
Q1 | $230K | Sell |
16,186
-177
| -1% | -$2.37K | 0.07% | 357 |
|
|
2013
Q4 | $220K | Sell |
16,363
-2,417
| -13% | -$30.6K | 0.06% | 376 |
|
|
2013
Q3 | $214K | Buy |
18,780
+3,140
| +20% | +$37.5K | 0.07% | 359 |
|
|
2013
Q2 | $173K | Buy |
+15,640
| New | +$161K | 0.06% | 348 |
|
Other funds holding KEY
OTPPB
