Marcum Wealth’s KeyCorp KEY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$263K Sell
16,423
-231
-1% -$3.69K 0.02% 312
2024
Q4
$285K Sell
16,654
-10,973
-40% -$188K 0.02% 291
2024
Q3
$463K Sell
27,627
-7,824
-22% -$131K 0.04% 215
2024
Q2
$504K Sell
35,451
-2,927
-8% -$41.6K 0.05% 189
2024
Q1
$607K Buy
38,378
+1,163
+3% +$18.4K 0.06% 163
2023
Q4
$536K Buy
37,215
+21,120
+131% +$304K 0.06% 170
2023
Q3
$173K Sell
16,095
-1,726
-10% -$18.6K 0.02% 326
2023
Q2
$165K Sell
17,821
-5,549
-24% -$51.3K 0.02% 339
2023
Q1
$293K Buy
23,370
+5,352
+30% +$67K 0.04% 247
2022
Q4
$314K Sell
18,018
-1,919
-10% -$33.4K 0.04% 232
2022
Q3
$319K Buy
19,937
+1,541
+8% +$24.7K 0.05% 229
2022
Q2
$317K Buy
18,396
+2,399
+15% +$41.3K 0.05% 226
2022
Q1
$358K Buy
15,997
+385
+2% +$8.62K 0.05% 218
2021
Q4
$361K Sell
15,612
-224
-1% -$5.18K 0.05% 219
2021
Q3
$342K Buy
15,836
+1,752
+12% +$37.8K 0.05% 215
2021
Q2
$291K Buy
14,084
+3,714
+36% +$76.7K 0.05% 224
2021
Q1
$207K Buy
+10,370
New +$207K 0.03% 277