Mark Sheptoff Financial Planning’s KeyCorp KEY Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio KEY Stock Details KEY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.2K	Sell	510 -995	-66%	-$20.8K	0.01%	330
2025 Q4	$31.1K	Buy	1,505 +5	+0.3%	+$93	0.01%	234
2025 Q3	$28K	Hold	1,500	–	–	0.01%	243
2025 Q2	$26.1K	Hold	1,500	–	–	0.01%	244
2025 Q1	$24K	Buy	1,500 +500	+50%	+$8.48K	0.01%	231
2024 Q4	$15.9K	Hold	1,000	–	–	0.01%	277
2024 Q3	$15.9K	Hold	1,000	–	–	0.01%	266
2024 Q2	$15.9K	Hold	1,000	–	–	0.01%	271
2024 Q1	$15.9K	Hold	1,000	–	–	0.01%	257
2023 Q4	$15.9K	Hold	1,000	–	–	0.01%	245
2023 Q3	$15.9K	Hold	1,000	–	–	0.01%	230
2023 Q2	$15.9K	Hold	1,000	–	–	0.01%	242
2023 Q1	$15.9K	Hold	1,000	–	–	0.01%	228
2022 Q4	$15.9K	Hold	1,000	–	–	0.01%	236
2022 Q3	$16K	Hold	1,000	–	–	0.01%	223
2022 Q2	$16K	Hold	1,000	–	–	0.01%	232
2022 Q1	$16K	Hold	1,000	–	–	0.01%	263
2021 Q4	$16K	Hold	1,000	–	–	0.01%	276
2021 Q3	$16K	Hold	1,000	–	–	0.01%	268
2021 Q2	$16K	Hold	1,000	–	–	0.01%	291
2021 Q1	$16K	Hold	1,000	–	–	0.01%	251
2020 Q4	$16K	Sell	1,000 -400	-29%	-$5.83K	0.01%	235
2020 Q3	$17K	Sell	1,400 -700	-33%	-$8.53K	0.01%	198
2020 Q2	$26K	Buy	2,100 +1,100	+110%	+$12.8K	0.02%	182
2020 Q1	$10K	Hold	1,000	–	–	0.01%	235
2019 Q4	$20K	Hold	1,000	–	–	0.01%	216
2019 Q3	$18K	Hold	1,000	–	–	0.01%	220
2019 Q2	$18K	Hold	1,000	–	–	0.01%	218
2019 Q1	$16K	Hold	1,000	–	–	0.01%	226
2018 Q4	$15K	Hold	1,000	–	–	0.01%	204
2018 Q3	$20K	Hold	1,000	–	–	0.01%	239
2018 Q2	$20K	Hold	1,000	–	–	0.01%	225
2018 Q1	$20K	Hold	1,000	–	–	0.01%	235
2017 Q4	$20K	Hold	1,000	–	–	0.01%	234
2017 Q3	$19K	Hold	1,000	–	–	0.01%	241
2017 Q2	$19K	Sell	1,000 -1	-0.1%	-$18	0.01%	231
2017 Q1	$18K	Buy	1,001 +1	+0.1%	+$18	0.01%	237
2016 Q4	$18K	Hold	1,000	–	–	0.01%	223
2016 Q3	$12K	Hold	1,000	–	–	0.01%	253
2016 Q2	$11K	Hold	1,000	–	–	0.01%	245
2016 Q1	$11K	Sell	1,000 -183	-15%	-$2.04K	0.01%	244
2015 Q4	$16K	Sell	1,183 -1,500	-56%	-$19.7K	0.01%	237
2015 Q3	$35K	Buy	2,683 +183	+7%	+$2.6K	0.03%	182
2015 Q2	$38K	Hold	2,500	–	–	0.03%	183
2015 Q1	$35K	Sell	2,500 -2,766	-53%	-$38K	0.03%	186
2014 Q4	$73K	Sell	5,266 -17,297	-77%	-$230K	0.06%	144
2014 Q3	$301K	Sell	22,563 -997	-4%	-$13.6K	0.27%	87
2014 Q2	$338K	Sell	23,560 -6,298	-21%	-$87K	0.29%	83
2014 Q1	$425K	Buy	+29,858	New	+$400K	0.38%	67