SWM
Seed Wealth Management’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Hold |
24,703
| – | – | 0.32% | 83 |
|
|
2025
Q1 | $395K | Hold |
24,703
| – | – | 0.32% | 83 |
|
|
2024
Q4 | $423K | Hold |
24,703
| – | – | 0.34% | 74 |
|
|
2024
Q3 | $414K | Hold |
24,703
| – | – | 0.33% | 77 |
|
|
2024
Q2 | $351K | Hold |
24,703
| – | – | 0.31% | 85 |
|
|
2024
Q1 | $383K | Hold |
24,703
| – | – | 0.37% | 72 |
|
|
2023
Q4 | $361K | Hold |
24,703
| – | – | 0.36% | 75 |
|
|
2023
Q3 | $266K | Hold |
24,703
| – | – | 0.3% | 91 |
|
|
2023
Q2 | $228K | Sell |
24,703
-4,819
| -16% | -$44.5K | 0.24% | 120 |
|
|
2023
Q1 | $370K | Hold |
29,522
| – | – | 0.42% | 64 |
|
|
2022
Q4 | $514K | Buy |
+29,522
| New | +$514K | 0.59% | 44 |
|