Perigon Wealth Management’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $333K | Buy |
19,125
+1,047
| +6% | +$18.2K | 0.01% | 808 |
|
2025
Q1 | $289K | Sell |
18,078
-2,091
| -10% | -$33.4K | 0.01% | 824 |
|
2024
Q4 | $360K | Buy |
20,169
+2,005
| +11% | +$35.8K | 0.01% | 751 |
|
2024
Q3 | $304K | Sell |
18,164
-740
| -4% | -$12.4K | 0.01% | 781 |
|
2024
Q2 | $269K | Buy |
18,904
+3,361
| +22% | +$47.8K | 0.01% | 729 |
|
2024
Q1 | $246K | Buy |
15,543
+2,492
| +19% | +$39.4K | 0.01% | 736 |
|
2023
Q4 | $188K | Sell |
13,051
-4,151
| -24% | -$59.8K | 0.01% | 792 |
|
2023
Q3 | $185K | Sell |
17,202
-2,962
| -15% | -$31.9K | 0.01% | 738 |
|
2023
Q2 | $186K | Sell |
20,164
-6,784
| -25% | -$62.7K | 0.01% | 738 |
|
2023
Q1 | $337K | Sell |
26,948
-2,968
| -10% | -$37.2K | 0.02% | 506 |
|
2022
Q4 | $521K | Buy |
29,916
+3,142
| +12% | +$54.7K | 0.03% | 380 |
|
2022
Q3 | $429K | Sell |
26,774
-787
| -3% | -$12.6K | 0.04% | 359 |
|
2022
Q2 | $475K | Buy |
27,561
+4,056
| +17% | +$69.9K | 0.04% | 343 |
|
2022
Q1 | $526K | Buy |
23,505
+1,163
| +5% | +$26K | 0.04% | 349 |
|
2021
Q4 | $517K | Buy |
22,342
+1,584
| +8% | +$36.7K | 0.04% | 336 |
|
2021
Q3 | $449K | Buy |
20,758
+3,658
| +21% | +$79.1K | 0.04% | 325 |
|
2021
Q2 | $353K | Sell |
17,100
-612
| -3% | -$12.6K | 0.03% | 360 |
|
2021
Q1 | $354K | Sell |
17,712
-987
| -5% | -$19.7K | 0.04% | 354 |
|
2020
Q4 | $307K | Buy |
18,699
+2,067
| +12% | +$33.9K | 0.04% | 323 |
|
2020
Q3 | $198K | Buy |
16,632
+417
| +3% | +$4.96K | 0.03% | 364 |
|
2020
Q2 | $197K | Buy |
16,215
+1,264
| +8% | +$15.4K | 0.03% | 333 |
|
2020
Q1 | $180K | Buy |
+14,951
| New | +$180K | 0.03% | 298 |
|