OneDigital Investment Advisors’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-12,997
| Closed | -$268K | – | 1545 |
|
|
2025
Q4 | $268K | Sell |
12,997
-4,147
| -24% | -$77.2K | ﹤0.01% | 1281 |
|
|
2025
Q3 | $320K | Sell |
17,144
-3,827
| -18% | -$70.8K | ﹤0.01% | 1147 |
|
|
2025
Q2 | $365K | Buy |
20,971
+2,371
| +13% | +$36.8K | ﹤0.01% | 1046 |
|
|
2025
Q1 | $297K | Buy |
18,600
+2,287
| +14% | +$38.8K | ﹤0.01% | 1107 |
|
|
2024
Q4 | $280K | Sell |
16,313
-459
| -3% | -$8.24K | ﹤0.01% | 1162 |
|
|
2024
Q3 | $281K | Buy |
16,772
+2,256
| +16% | +$35.8K | ﹤0.01% | 1188 |
|
|
2024
Q2 | $206K | Buy |
14,516
+1,186
| +9% | +$17.2K | ﹤0.01% | 1286 |
|
|
2024
Q1 | $211K | Sell |
13,330
-83
| -0.6% | -$1.2K | ﹤0.01% | 1025 |
|
|
2023
Q4 | $193K | Buy |
13,413
+1,211
| +10% | +$14.4K | ﹤0.01% | 1062 |
|
|
2023
Q3 | $131K | Buy |
12,202
+329
| +3% | +$3.64K | ﹤0.01% | 953 |
|
|
2023
Q2 | $110K | Sell |
11,873
-6,731
| -36% | -$70.3K | ﹤0.01% | 977 |
|
|
2023
Q1 | $233K | Sell |
18,604
-49,604
| -73% | -$838K | 0.01% | 860 |
|
|
2022
Q4 | $1.19M | Buy |
68,208
+1,160
| +2% | +$20.4K | 0.03% | 323 |
|
|
2022
Q3 | $1.07M | Sell |
67,048
-140
| -0.2% | -$2.51K | 0.04% | 275 |
|
|
2022
Q2 | $1.16M | Buy |
67,188
+20
| +0% | +$387 | 0.05% | 231 |
|
|
2022
Q1 | $1.5M | Buy |
67,168
+4,528
| +7% | +$113K | 0.06% | 201 |
|
|
2021
Q4 | $1.45M | Buy |
62,640
+449
| +0.7% | +$10.4K | 0.05% | 218 |
|
|
2021
Q3 | $1.34M | Buy |
62,191
+18,576
| +43% | +$376K | 0.05% | 212 |
|
|
2021
Q2 | $901K | Buy |
43,615
+1,111
| +3% | +$24.1K | 0.04% | 276 |
|
|
2021
Q1 | $849K | Sell |
42,504
-2,937
| -6% | -$56.7K | 0.04% | 280 |
|
|
2020
Q4 | $746K | Buy |
45,441
+705
| +2% | +$10.3K | 0.04% | 279 |
|
|
2020
Q3 | $534K | Buy |
44,736
+160
| +0.4% | +$1.95K | 0.04% | 294 |
|
|
2020
Q2 | $543K | Sell |
44,576
-8,041
| -15% | -$93.4K | 0.04% | 298 |
|
|
2020
Q1 | $546K | Sell |
52,617
-23,662
| -31% | -$394K | 0.05% | 265 |
|
|
2019
Q4 | $1.54M | Sell |
76,279
-783
| -1% | -$14.8K | 0.12% | 151 |
|
|
2019
Q3 | $1.38M | Sell |
77,062
-47,685
| -38% | -$825K | 0.12% | 143 |
|
|
2019
Q2 | $2.21M | Buy |
124,747
+70,651
| +131% | +$1.19M | 0.17% | 85 |
|
|
2019
Q1 | $852K | Buy |
54,096
+544
| +1% | +$9.07K | 0.12% | 121 |
|
|
2018
Q4 | $791K | Buy |
53,552
+3,733
| +7% | +$65.7K | 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% | +$1.04M | 0.21% | 78 |
|
|
2017
Q4 | $6K | Buy |
300
+200
| +200% | +$3.77K | ﹤0.01% | 1065 |
|
|
2017
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 981 |
|
|
2017
Q2 | $2K | Buy |
+100
| New | +$1.81K | ﹤0.01% | 1159 |
|
Other funds holding KEY
VCM
VPM
