Modera Wealth Management’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Sell |
15,675
-2
| -0% | -$35 | ﹤0.01% | 552 |
|
|
2025
Q1 | $251K | Sell |
15,677
-844
| -5% | -$13.5K | ﹤0.01% | 545 |
|
|
2024
Q4 | $283K | Buy |
16,521
+627
| +4% | +$10.7K | ﹤0.01% | 523 |
|
|
2024
Q3 | $266K | Sell |
15,894
-16,209
| -50% | -$272K | ﹤0.01% | 509 |
|
|
2024
Q2 | $456K | Buy |
+32,103
| New | +$456K | 0.01% | 409 |
|
|
2022
Q1 | – | Sell |
-11,196
| Closed | -$259K | – | 478 |
|
|
2021
Q4 | $259K | Buy |
+11,196
| New | +$259K | 0.01% | 466 |
|