Modera Wealth Management’s KeyCorp KEY Stock Holding History

Modera Wealth Management’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
2025 Q2	$273K	Sell
2025 Q1	$251K	Sell
2024 Q4	$283K	Buy
2024 Q3	$266K	Sell
2024 Q2	$456K	Buy
2022 Q1	–	Sell
2021 Q4	$259K	Buy