OFS
OneAscent Financial Services’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $543K | Sell |
31,188
-29,582
| -49% | -$515K | 0.04% | 293 |
|
|
2025
Q1 | $972K | Buy |
60,770
+29,973
| +97% | +$479K | 0.06% | 203 |
|
|
2024
Q4 | $528K | Buy |
30,797
+1,396
| +5% | +$23.9K | 0.04% | 246 |
|
|
2024
Q3 | $492K | Buy |
+29,401
| New | +$492K | 0.35% | 67 |
|
|
2024
Q2 | – | Sell |
-24,875
| Closed | -$393K | – | 311 |
|
|
2024
Q1 | $393K | Buy |
+24,875
| New | +$393K | 0.04% | 240 |
|