Prestige Wealth Management Group’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.84K | Hold |
278
| – | – | ﹤0.01% | 563 |
|
|
2025
Q1 | $4.45K | Hold |
278
| – | – | ﹤0.01% | 587 |
|
|
2024
Q4 | $4.77K | Hold |
278
| – | – | ﹤0.01% | 616 |
|
|
2024
Q3 | $4.66K | Buy |
278
+133
| +92% | +$2.23K | ﹤0.01% | 617 |
|
|
2024
Q2 | $2.06K | Hold |
145
| – | – | ﹤0.01% | 707 |
|
|
2024
Q1 | $2.29K | Hold |
145
| – | – | ﹤0.01% | 717 |
|
|
2023
Q4 | $2.09K | Buy |
+145
| New | +$2.09K | ﹤0.01% | 727 |
|
|
2023
Q2 | – | Sell |
-3,804
| Closed | -$47.6K | – | 1072 |
|
|
2023
Q1 | $47.6K | Buy |
3,804
+305
| +9% | +$3.82K | 0.01% | 248 |
|
|
2022
Q4 | $61K | Hold |
3,499
| – | – | 0.02% | 240 |
|
|
2022
Q3 | $56K | Hold |
3,499
| – | – | 0.02% | 220 |
|
|
2022
Q2 | $60K | Hold |
3,499
| – | – | 0.02% | 219 |
|
|
2022
Q1 | $78K | Sell |
3,499
-76
| -2% | -$1.69K | 0.02% | 209 |
|
|
2021
Q4 | $83K | Hold |
3,575
| – | – | 0.02% | 216 |
|
|
2021
Q3 | $77K | Sell |
3,575
-299
| -8% | -$6.44K | 0.02% | 214 |
|
|
2021
Q2 | $80K | Sell |
3,874
-280
| -7% | -$5.78K | 0.02% | 199 |
|
|
2021
Q1 | $83K | Hold |
4,154
| – | – | 0.02% | 198 |
|
|
2020
Q4 | $68K | Buy |
4,154
+22
| +0.5% | +$360 | 0.02% | 218 |
|
|
2020
Q3 | $49K | Hold |
4,132
| – | – | 0.01% | 252 |
|
|
2020
Q2 | $50K | Sell |
4,132
-99
| -2% | -$1.2K | 0.02% | 226 |
|
|
2020
Q1 | $44K | Buy |
4,231
+99
| +2% | +$1.03K | 0.02% | 185 |
|
|
2019
Q4 | $84K | Hold |
4,132
| – | – | 0.05% | 176 |
|
|
2019
Q3 | $74K | Hold |
4,132
| – | – | 0.04% | 172 |
|
|
2019
Q2 | $73K | Hold |
4,132
| – | – | 0.04% | 171 |
|
|
2019
Q1 | $65K | Sell |
4,132
-469
| -10% | -$7.38K | 0.04% | 175 |
|
|
2018
Q4 | $68K | Buy |
+4,601
| New | +$68K | 0.05% | 167 |
|