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