OIA
OneDigital Investment Advisors’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Buy |
20,971
+2,371
| +13% | +$41.3K | ﹤0.01% | 1045 |
|
|
2025
Q1 | $297K | Buy |
18,600
+2,287
| +14% | +$36.6K | ﹤0.01% | 1107 |
|
|
2024
Q4 | $280K | Sell |
16,313
-459
| -3% | -$7.87K | ﹤0.01% | 1162 |
|
|
2024
Q3 | $281K | Buy |
16,772
+2,256
| +16% | +$37.8K | ﹤0.01% | 1188 |
|
|
2024
Q2 | $206K | Buy |
14,516
+1,186
| +9% | +$16.9K | ﹤0.01% | 1285 |
|
|
2024
Q1 | $211K | Sell |
13,330
-83
| -0.6% | -$1.31K | ﹤0.01% | 1025 |
|
|
2023
Q4 | $193K | Buy |
13,413
+1,211
| +10% | +$17.4K | ﹤0.01% | 1062 |
|
|
2023
Q3 | $131K | Buy |
12,202
+329
| +3% | +$3.54K | ﹤0.01% | 953 |
|
|
2023
Q2 | $110K | Sell |
11,873
-6,731
| -36% | -$62.2K | ﹤0.01% | 977 |
|
|
2023
Q1 | $233K | Sell |
18,604
-49,604
| -73% | -$621K | 0.01% | 860 |
|
|
2022
Q4 | $1.19M | Buy |
68,208
+1,160
| +2% | +$20.2K | 0.03% | 322 |
|
|
2022
Q3 | $1.07M | Sell |
67,048
-140
| -0.2% | -$2.24K | 0.04% | 275 |
|
|
2022
Q2 | $1.16M | Buy |
67,188
+20
| +0% | +$345 | 0.05% | 231 |
|
|
2022
Q1 | $1.5M | Buy |
67,168
+4,528
| +7% | +$101K | 0.06% | 201 |
|
|
2021
Q4 | $1.45M | Buy |
62,640
+449
| +0.7% | +$10.4K | 0.05% | 210 |
|
|
2021
Q3 | $1.35M | Buy |
62,191
+18,576
| +43% | +$402K | 0.05% | 212 |
|
|
2021
Q2 | $901K | Buy |
43,615
+1,111
| +3% | +$23K | 0.04% | 274 |
|
|
2021
Q1 | $849K | Sell |
42,504
-2,937
| -6% | -$58.7K | 0.04% | 278 |
|
|
2020
Q4 | $746K | Buy |
45,441
+705
| +2% | +$11.6K | 0.04% | 276 |
|
|
2020
Q3 | $534K | Buy |
44,736
+160
| +0.4% | +$1.91K | 0.04% | 290 |
|
|
2020
Q2 | $543K | Sell |
44,576
-8,041
| -15% | -$98K | 0.04% | 293 |
|
|
2020
Q1 | $546K | Sell |
52,617
-23,662
| -31% | -$246K | 0.05% | 260 |
|
|
2019
Q4 | $1.54M | Sell |
76,279
-783
| -1% | -$15.8K | 0.12% | 150 |
|
|
2019
Q3 | $1.38M | Sell |
77,062
-47,685
| -38% | -$851K | 0.12% | 143 |
|
|
2019
Q2 | $2.21M | Buy |
124,747
+70,651
| +131% | +$1.25M | 0.17% | 85 |
|
|
2019
Q1 | $852K | Buy |
54,096
+544
| +1% | +$8.57K | 0.12% | 121 |
|
|
2018
Q4 | $791K | Buy |
53,552
+3,733
| +7% | +$55.1K | 0.13% | 118 |
|
|
2018
Q3 | $991K | Hold |
49,819
| – | – | 0.23% | 63 |
|
|
2018
Q2 | $973K | Hold |
49,819
| – | – | 0.2% | 73 |
|
|
2018
Q1 | $974K | Buy |
49,819
+49,519
| +16,506% | +$968K | 0.21% | 78 |
|
|
2017
Q4 | $6K | Buy |
300
+200
| +200% | +$4K | ﹤0.01% | 1065 |
|
|
2017
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 981 |
|
|
2017
Q2 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 1159 |
|