Octavia Wealth Advisors’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $182K | Sell |
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|
2024
Q4 | $221K | Sell |
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|
2024
Q3 | $516K | Sell |
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|
2024
Q2 | $528K | Sell |
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|
2024
Q1 | $761K | Sell |
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|
2023
Q4 | $718K | Sell |
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|
2023
Q3 | $657K | Buy |
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|
2023
Q2 | $538K | Sell |
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|
2023
Q1 | $775K | Buy |
|
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|
2022
Q4 | $1.05M | Buy |
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|
2022
Q3 | $949K | Buy |
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|
2022
Q2 | $966K | Buy |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $859K | Buy |
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|
2021
Q3 | $278K | Buy |
|