Montag & Associates’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-2,168
| Closed | -$37.8K | – | 1140 |
|
|
2025
Q2 | $37.8K | Hold |
2,168
| – | – | ﹤0.01% | 619 |
|
|
2025
Q1 | $34.7K | Hold |
2,168
| – | – | ﹤0.01% | 661 |
|
|
2024
Q4 | $37.2K | Hold |
2,168
| – | – | ﹤0.01% | 648 |
|
|
2024
Q3 | $36.3K | Sell |
2,168
-43,252
| -95% | -$686K | ﹤0.01% | 651 |
|
|
2024
Q2 | $645K | Hold |
45,420
| – | – | 0.03% | 277 |
|
|
2024
Q1 | $718K | Sell |
45,420
-8,749
| -16% | -$126K | 0.04% | 284 |
|
|
2023
Q4 | $780K | Sell |
54,169
-2,300
| -4% | -$27.3K | 0.04% | 260 |
|
|
2023
Q3 | $608K | Sell |
56,469
-11,756
| -17% | -$130K | 0.04% | 270 |
|
|
2023
Q2 | $630K | Sell |
68,225
-23,183
| -25% | -$242K | 0.04% | 260 |
|
|
2023
Q1 | $1.14M | Sell |
91,408
-100
| -0.1% | -$1.69K | 0.07% | 193 |
|
|
2022
Q4 | $1.59M | Sell |
91,508
-347
| -0.4% | -$6.1K | 0.11% | 159 |
|
|
2022
Q3 | $1.47M | Buy |
91,855
+6,665
| +8% | +$119K | 0.1% | 165 |
|
|
2022
Q2 | $1.47M | Buy |
85,190
+23,318
| +38% | +$451K | 0.1% | 175 |
|
|
2022
Q1 | $1.39M | Buy |
61,872
+7,381
| +14% | +$184K | 0.07% | 200 |
|
|
2021
Q4 | $1.26M | Buy |
54,491
+4,084
| +8% | +$94.8K | 0.06% | 218 |
|
|
2021
Q3 | $1.09M | Buy |
50,407
+5,300
| +12% | +$107K | 0.06% | 221 |
|
|
2021
Q2 | $931K | Hold |
45,107
| – | – | 0.05% | 231 |
|
|
2021
Q1 | $901K | Sell |
45,107
-738
| -2% | -$14.2K | 0.05% | 230 |
|
|
2020
Q4 | $752K | Sell |
45,845
-11,074
| -19% | -$161K | 0.05% | 232 |
|
|
2020
Q3 | $679K | Sell |
56,919
-4,188
| -7% | -$51K | 0.05% | 208 |
|
|
2020
Q2 | $744K | Sell |
61,107
-8,200
| -12% | -$95.3K | 0.07% | 193 |
|
|
2020
Q1 | $719K | Sell |
69,307
-984
| -1% | -$16.4K | 0.07% | 191 |
|
|
2019
Q4 | $1.42M | Sell |
70,291
-21,708
| -24% | -$410K | 0.11% | 162 |
|
|
2019
Q3 | $1.64M | Buy |
91,999
+26,044
| +39% | +$451K | 0.14% | 132 |
|
|
2019
Q2 | $1.17M | Buy |
+65,955
| New | +$1.12M | 0.1% | 164 |
|
Other funds holding KEY
