Patriot Financial Group Insurance Agency’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,478
| Closed | -$60K | – | 1234 |
|
|
2022
Q2 | $60K | Buy |
3,478
+406
| +13% | +$7K | 0.01% | 676 |
|
|
2022
Q1 | $69K | Buy |
3,072
+4
| +0.1% | +$90 | 0.01% | 692 |
|
|
2021
Q4 | $71K | Buy |
3,068
+311
| +11% | +$7.2K | 0.01% | 749 |
|
|
2021
Q3 | $60K | Buy |
2,757
+85
| +3% | +$1.85K | 0.01% | 812 |
|
|
2021
Q2 | $55K | Buy |
2,672
+234
| +10% | +$4.82K | 0.01% | 812 |
|
|
2021
Q1 | $49K | Buy |
2,438
+425
| +21% | +$8.54K | 0.01% | 782 |
|
|
2020
Q4 | $33K | Buy |
2,013
+409
| +25% | +$6.71K | 0.01% | 824 |
|
|
2020
Q3 | $19K | Buy |
1,604
+304
| +23% | +$3.6K | 0.01% | 808 |
|
|
2020
Q2 | $16K | Buy |
+1,300
| New | +$16K | 0.01% | 815 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1327 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1139 |
|
|
2018
Q2 | – | Sell |
-444
| Closed | -$8K | – | 772 |
|
|
2018
Q1 | $8K | Hold |
444
| – | – | 0.01% | 635 |
|
|
2017
Q4 | $9K | Hold |
444
| – | – | 0.01% | 608 |
|
|
2017
Q3 | $8K | Buy |
+444
| New | +$8K | 0.01% | 601 |
|