SFA
Sequoia Financial Advisors’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
80,542
+11,685
| +17% | +$204K | 0.01% | 573 |
|
|
2025
Q1 | $1.1M | Buy |
68,857
+3,145
| +5% | +$50.3K | 0.01% | 585 |
|
|
2024
Q4 | $1.13M | Buy |
65,712
+5,231
| +9% | +$89.7K | 0.01% | 545 |
|
|
2024
Q3 | $1.01M | Buy |
60,481
+1,192
| +2% | +$20K | 0.01% | 540 |
|
|
2024
Q2 | $842K | Buy |
59,289
+595
| +1% | +$8.46K | 0.01% | 521 |
|
|
2024
Q1 | $928K | Sell |
58,694
-77,103
| -57% | -$1.22M | 0.01% | 492 |
|
|
2023
Q4 | $1.96M | Buy |
135,797
+87,278
| +180% | +$1.26M | 0.02% | 355 |
|
|
2023
Q3 | $522K | Buy |
48,519
+2,209
| +5% | +$23.8K | 0.01% | 511 |
|
|
2023
Q2 | $428K | Buy |
46,310
+26,000
| +128% | +$240K | 0.01% | 574 |
|
|
2023
Q1 | $254K | Sell |
20,310
-2,270
| -10% | -$28.4K | 0.01% | 682 |
|
|
2022
Q4 | $393K | Buy |
22,580
+9,274
| +70% | +$162K | 0.01% | 504 |
|
|
2022
Q3 | $213K | Sell |
13,306
-97
| -0.7% | -$1.55K | 0.01% | 477 |
|
|
2022
Q2 | $231K | Sell |
13,403
-5,160
| -28% | -$88.9K | 0.01% | 515 |
|
|
2022
Q1 | $416K | Buy |
18,563
+2,055
| +12% | +$46.1K | 0.01% | 401 |
|
|
2021
Q4 | $382K | Buy |
+16,508
| New | +$382K | 0.01% | 387 |
|
|
2021
Q3 | – | Sell |
-15,514
| Closed | -$320K | – | 358 |
|
|
2021
Q2 | $320K | Sell |
15,514
-1,355
| -8% | -$27.9K | 0.01% | 362 |
|
|
2021
Q1 | $337K | Sell |
16,869
-695
| -4% | -$13.9K | 0.01% | 317 |
|
|
2020
Q4 | $288K | Sell |
17,564
-1,137
| -6% | -$18.6K | 0.01% | 327 |
|
|
2020
Q3 | $223K | Sell |
18,701
-263
| -1% | -$3.14K | 0.01% | 350 |
|
|
2020
Q2 | $231K | Buy |
18,964
+616
| +3% | +$7.5K | 0.01% | 327 |
|
|
2020
Q1 | $190K | Sell |
18,348
-26,615
| -59% | -$276K | 0.01% | 331 |
|
|
2019
Q4 | $910K | Buy |
44,963
+3
| +0% | +$61 | 0.06% | 148 |
|
|
2019
Q3 | $802K | Buy |
44,960
+3,242
| +8% | +$57.8K | 0.06% | 143 |
|
|
2019
Q2 | $740K | Buy |
41,718
+1,560
| +4% | +$27.7K | 0.06% | 149 |
|
|
2019
Q1 | $632K | Buy |
40,158
+25,455
| +173% | +$401K | 0.05% | 159 |
|
|
2018
Q4 | $217K | Buy |
14,703
+1,408
| +11% | +$20.8K | 0.03% | 260 |
|
|
2018
Q3 | $264K | Sell |
13,295
-2,134
| -14% | -$42.4K | 0.03% | 253 |
|
|
2018
Q2 | $301K | Sell |
15,429
-908
| -6% | -$17.7K | 0.03% | 228 |
|
|
2018
Q1 | $319K | Buy |
16,337
+939
| +6% | +$18.3K | 0.03% | 226 |
|
|
2017
Q4 | $311K | Buy |
15,398
+3,637
| +31% | +$73.5K | 0.03% | 222 |
|
|
2017
Q3 | $221K | Buy |
+11,761
| New | +$221K | 0.03% | 254 |
|