Mount Yale Investment Advisors’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.6K | Buy |
+2,042
| New | +$35.6K | ﹤0.01% | 907 |
|
|
2020
Q3 | – | Sell |
-10,403
| Closed | -$127K | – | 359 |
|
|
2020
Q2 | $127K | Buy |
+10,403
| New | +$127K | 0.02% | 323 |
|
|
2018
Q4 | – | Sell |
-9,111
| Closed | -$170K | – | 542 |
|
|
2018
Q3 | $170K | Buy |
9,111
+1,849
| +25% | +$34.5K | 0.03% | 315 |
|
|
2018
Q2 | $142K | Buy |
7,262
+1,410
| +24% | +$27.6K | 0.03% | 363 |
|
|
2018
Q1 | $114K | Buy |
+5,852
| New | +$114K | 0.02% | 415 |
|