Rockbridge Investment Management’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-468
| Closed | -$6.74K | – | 389 |
|
|
2023
Q4 | $6.74K | Buy |
+468
| New | +$6.74K | ﹤0.01% | 438 |
|
|
2022
Q3 | – | Sell |
-468
| Closed | -$8.06K | – | 365 |
|
|
2022
Q2 | $8.06K | Sell |
468
-2,920
| -86% | -$50.3K | ﹤0.01% | 389 |
|
|
2022
Q1 | $73.4K | Hold |
3,388
| – | – | 0.01% | 248 |
|
|
2021
Q4 | $78K | Hold |
3,388
| – | – | 0.01% | 287 |
|
|
2021
Q3 | $73K | Buy |
3,388
+3,318
| +4,740% | +$71.5K | 0.01% | 268 |
|
|
2021
Q2 | $1K | Sell |
70
-3
| -4% | -$43 | ﹤0.01% | 703 |
|
|
2021
Q1 | $1K | Hold |
73
| – | – | ﹤0.01% | 683 |
|
|
2020
Q4 | $1K | Sell |
73
-1,000
| -93% | -$13.7K | ﹤0.01% | 656 |
|
|
2020
Q3 | $13K | Buy |
1,073
+70
| +7% | +$848 | ﹤0.01% | 442 |
|
|
2020
Q2 | $12K | Buy |
+1,003
| New | +$12K | ﹤0.01% | 406 |
|