Perigon Wealth Management’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-19,125
| Closed | -$333K | – | 1235 |
|
|
2025
Q2 | $333K | Buy |
19,125
+1,047
| +6% | +$16.2K | 0.01% | 808 |
|
|
2025
Q1 | $289K | Sell |
18,078
-2,091
| -10% | -$35.5K | 0.01% | 824 |
|
|
2024
Q4 | $360K | Buy |
20,169
+2,005
| +11% | +$36K | 0.01% | 753 |
|
|
2024
Q3 | $304K | Sell |
18,164
-740
| -4% | -$11.7K | 0.01% | 785 |
|
|
2024
Q2 | $269K | Buy |
18,904
+3,361
| +22% | +$48.8K | 0.01% | 729 |
|
|
2024
Q1 | $246K | Buy |
15,543
+2,492
| +19% | +$36K | 0.01% | 736 |
|
|
2023
Q4 | $188K | Sell |
13,051
-4,151
| -24% | -$49.3K | 0.01% | 795 |
|
|
2023
Q3 | $185K | Sell |
17,202
-2,962
| -15% | -$32.8K | 0.01% | 738 |
|
|
2023
Q2 | $186K | Sell |
20,164
-6,784
| -25% | -$70.8K | 0.01% | 738 |
|
|
2023
Q1 | $337K | Sell |
26,948
-2,968
| -10% | -$50.1K | 0.02% | 506 |
|
|
2022
Q4 | $521K | Buy |
29,916
+3,142
| +12% | +$55.3K | 0.03% | 380 |
|
|
2022
Q3 | $429K | Sell |
26,774
-787
| -3% | -$14.1K | 0.04% | 359 |
|
|
2022
Q2 | $475K | Buy |
27,561
+4,056
| +17% | +$78.4K | 0.04% | 343 |
|
|
2022
Q1 | $526K | Buy |
23,505
+1,163
| +5% | +$28.9K | 0.04% | 350 |
|
|
2021
Q4 | $517K | Buy |
22,342
+1,584
| +8% | +$36.8K | 0.04% | 338 |
|
|
2021
Q3 | $449K | Buy |
20,758
+3,658
| +21% | +$73.9K | 0.04% | 326 |
|
|
2021
Q2 | $353K | Sell |
17,100
-612
| -3% | -$13.3K | 0.03% | 361 |
|
|
2021
Q1 | $354K | Sell |
17,712
-987
| -5% | -$19K | 0.04% | 355 |
|
|
2020
Q4 | $307K | Buy |
18,699
+2,067
| +12% | +$30.1K | 0.04% | 325 |
|
|
2020
Q3 | $198K | Buy |
16,632
+417
| +3% | +$5.08K | 0.03% | 370 |
|
|
2020
Q2 | $197K | Buy |
16,215
+1,264
| +8% | +$14.7K | 0.03% | 337 |
|
|
2020
Q1 | $180K | Buy |
+14,951
| New | +$249K | 0.03% | 298 |
|
Other funds holding KEY
