Prestige Wealth Management Group’s KeyCorp KEY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.57K	Hold	278	–	–	﹤0.01%	535
2025 Q4	$5.74K	Hold	278	–	–	﹤0.01%	544
2025 Q3	$5.2K	Hold	278	–	–	﹤0.01%	565
2025 Q2	$4.84K	Hold	278	–	–	﹤0.01%	565
2025 Q1	$4.45K	Hold	278	–	–	﹤0.01%	589
2024 Q4	$4.76K	Hold	278	–	–	﹤0.01%	617
2024 Q3	$4.66K	Buy	278 +133	+92%	+$2.11K	﹤0.01%	619
2024 Q2	$2.06K	Hold	145	–	–	﹤0.01%	710
2024 Q1	$2.29K	Hold	145	–	–	﹤0.01%	719
2023 Q4	$2.09K	Buy	+145	New	+$1.72K	﹤0.01%	730
2023 Q2	–	Sell	-3,804	Closed	-$47.6K	–	1077
2023 Q1	$47.6K	Buy	3,804 +305	+9%	+$5.15K	0.01%	249
2022 Q4	$61K	Hold	3,499	–	–	0.02%	241
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%	-$1.89K	0.02%	209
2021 Q4	$83K	Hold	3,575	–	–	0.02%	216
2021 Q3	$77K	Sell	3,575 -299	-8%	-$6.04K	0.02%	214
2021 Q2	$80K	Sell	3,874 -280	-7%	-$6.08K	0.02%	199
2021 Q1	$83K	Hold	4,154	–	–	0.02%	198
2020 Q4	$68K	Buy	4,154 +22	+0.5%	+$320	0.02%	218
2020 Q3	$49K	Hold	4,132	–	–	0.01%	252
2020 Q2	$50K	Sell	4,132 -99	-2%	-$1.15K	0.02%	226
2020 Q1	$44K	Buy	4,231 +99	+2%	+$1.65K	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%	-$7.82K	0.04%	175
2018 Q4	$68K	Buy	+4,601	New	+$81K	0.05%	167