Plante Moran Financial Advisors’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-140
| Closed | -$2.4K | – | 896 |
|
|
2024
Q4 | $2.4K | Hold |
140
| – | – | ﹤0.01% | 768 |
|
|
2024
Q3 | $2.35K | Buy |
140
+40
| +40% | +$670 | ﹤0.01% | 744 |
|
|
2024
Q2 | $1.42K | Hold |
100
| – | – | ﹤0.01% | 716 |
|
|
2024
Q1 | $1.58K | Hold |
100
| – | – | ﹤0.01% | 774 |
|
|
2023
Q4 | $1.44K | Hold |
100
| – | – | ﹤0.01% | 745 |
|
|
2023
Q3 | $1.08K | Hold |
100
| – | – | ﹤0.01% | 687 |
|
|
2023
Q2 | $924 | Hold |
100
| – | – | ﹤0.01% | 736 |
|
|
2023
Q1 | $1.25K | Sell |
100
-312
| -76% | -$3.91K | ﹤0.01% | 726 |
|
|
2022
Q4 | $7.18K | Buy |
412
+100
| +32% | +$1.74K | ﹤0.01% | 621 |
|
|
2022
Q3 | $5K | Buy |
+312
| New | +$5K | ﹤0.01% | 696 |
|
|
2022
Q1 | – | Sell |
-346
| Closed | -$8K | – | 918 |
|
|
2021
Q4 | $8K | Buy |
+346
| New | +$8K | ﹤0.01% | 724 |
|
|
2021
Q2 | – | Sell |
-4,000
| Closed | -$80K | – | 1027 |
|
|
2021
Q1 | $80K | Buy |
4,000
+3,923
| +5,095% | +$78.5K | 0.02% | 283 |
|
|
2020
Q4 | $1K | Buy |
+77
| New | +$1K | ﹤0.01% | 833 |
|
|
2020
Q2 | – | Sell |
-78
| Closed | -$1K | – | 820 |
|
|
2020
Q1 | $1K | Sell |
78
-409
| -84% | -$5.24K | ﹤0.01% | 696 |
|
|
2019
Q4 | $10K | Buy |
+487
| New | +$10K | ﹤0.01% | 543 |
|
|
2019
Q1 | – | Sell |
-97
| Closed | -$1K | – | 864 |
|
|
2018
Q4 | $1K | Buy |
+97
| New | +$1K | ﹤0.01% | 808 |
|
|
2018
Q3 | – | Sell |
-1,500
| Closed | -$29K | – | 807 |
|
|
2018
Q2 | $29K | Sell |
1,500
-501
| -25% | -$9.69K | 0.01% | 425 |
|
|
2018
Q1 | $39K | Hold |
2,001
| – | – | 0.02% | 396 |
|
|
2017
Q4 | $40K | Hold |
2,001
| – | – | 0.02% | 387 |
|
|
2017
Q3 | $38K | Sell |
2,001
-500
| -20% | -$9.5K | 0.02% | 364 |
|
|
2017
Q2 | $47K | Hold |
2,501
| – | – | 0.03% | 327 |
|
|
2017
Q1 | $44K | Sell |
2,501
-838
| -25% | -$14.7K | 0.03% | 341 |
|
|
2016
Q4 | $61K | Buy |
3,339
+838
| +34% | +$15.3K | 0.04% | 291 |
|
|
2016
Q3 | $30K | Sell |
2,501
-1,270
| -34% | -$15.2K | 0.02% | 405 |
|
|
2016
Q2 | $42K | Buy |
3,771
+3,270
| +653% | +$36.4K | 0.03% | 316 |
|
|
2016
Q1 | $6K | Hold |
501
| – | – | ﹤0.01% | 554 |
|
|
2015
Q4 | $7K | Hold |
501
| – | – | 0.01% | 646 |
|
|
2015
Q3 | $7K | Hold |
501
| – | – | 0.01% | 531 |
|
|
2015
Q2 | $8K | Hold |
501
| – | – | 0.01% | 557 |
|
|
2015
Q1 | $7K | Hold |
501
| – | – | ﹤0.01% | 567 |
|
|
2014
Q4 | $7K | Hold |
501
| – | – | 0.01% | 604 |
|
|
2014
Q3 | $7K | Sell |
501
-332
| -40% | -$4.64K | 0.01% | 618 |
|
|
2014
Q2 | $12K | Buy |
833
+501
| +151% | +$7.22K | 0.01% | 478 |
|
|
2014
Q1 | $5K | Hold |
332
| – | – | 0.01% | 464 |
|
|
2013
Q4 | $4K | Hold |
332
| – | – | ﹤0.01% | 560 |
|
|
2013
Q3 | $4K | Hold |
332
| – | – | ﹤0.01% | 495 |
|
|
2013
Q2 | $4K | Buy |
+332
| New | +$4K | ﹤0.01% | 469 |
|