OWA
Octavia Wealth Advisors’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,365
| Closed | -$182K | – | 237 |
|
|
2025
Q1 | $182K | Sell |
11,365
-1,512
| -12% | -$24.2K | 0.02% | 223 |
|
|
2024
Q4 | $221K | Sell |
12,877
-17,920
| -58% | -$307K | 0.03% | 208 |
|
|
2024
Q3 | $516K | Sell |
30,797
-6,329
| -17% | -$106K | 0.06% | 113 |
|
|
2024
Q2 | $528K | Sell |
37,126
-10,995
| -23% | -$156K | 0.07% | 106 |
|
|
2024
Q1 | $761K | Sell |
48,121
-1,734
| -3% | -$27.4K | 0.11% | 90 |
|
|
2023
Q4 | $718K | Sell |
49,855
-11,244
| -18% | -$162K | 0.13% | 89 |
|
|
2023
Q3 | $657K | Buy |
61,099
+2,846
| +5% | +$30.6K | 0.13% | 84 |
|
|
2023
Q2 | $538K | Sell |
58,253
-3,626
| -6% | -$33.5K | 0.11% | 93 |
|
|
2023
Q1 | $775K | Buy |
61,879
+1,802
| +3% | +$22.6K | 0.17% | 70 |
|
|
2022
Q4 | $1.05M | Buy |
60,077
+820
| +1% | +$14.3K | 0.26% | 59 |
|
|
2022
Q3 | $949K | Buy |
59,257
+3,157
| +6% | +$50.6K | 0.26% | 60 |
|
|
2022
Q2 | $966K | Buy |
56,100
+8,220
| +17% | +$142K | 0.25% | 62 |
|
|
2022
Q1 | $1.07M | Buy |
47,880
+10,752
| +29% | +$241K | 0.24% | 61 |
|
|
2021
Q4 | $859K | Buy |
37,128
+24,259
| +189% | +$561K | 0.19% | 71 |
|
|
2021
Q3 | $278K | Buy |
+12,869
| New | +$278K | 0.07% | 139 |
|