SWA
SOA Wealth Advisors’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $451 | Hold |
26
| – | – | ﹤0.01% | 786 |
|
|
2025
Q1 | $409 | Buy |
26
+1
| +4% | +$16 | ﹤0.01% | 794 |
|
|
2024
Q4 | $433 | Hold |
25
| – | – | ﹤0.01% | 786 |
|
|
2024
Q3 | $418 | Hold |
25
| – | – | ﹤0.01% | 759 |
|
|
2024
Q2 | $350 | Buy |
25
+1
| +4% | +$14 | ﹤0.01% | 780 |
|
|
2024
Q1 | $384 | Hold |
24
| – | – | ﹤0.01% | 820 |
|
|
2023
Q4 | $345 | Hold |
24
| – | – | ﹤0.01% | 821 |
|
|
2023
Q3 | $254 | Buy |
24
+1
| +4% | +$11 | ﹤0.01% | 861 |
|
|
2023
Q2 | $214 | Hold |
23
| – | – | ﹤0.01% | 878 |
|
|
2023
Q1 | $284 | Buy |
23
+1
| +5% | +$12 | ﹤0.01% | 881 |
|
|
2022
Q4 | $388 | Hold |
22
| – | – | ﹤0.01% | 862 |
|
|
2022
Q3 | $0 | Buy |
22
+1
| +5% | – | ﹤0.01% | 905 |
|
|
2022
Q2 | $0 | Sell |
21
-1
| -5% | – | ﹤0.01% | 921 |
|
|
2022
Q1 | $0 | Hold |
22
| – | – | ﹤0.01% | 956 |
|
|
2021
Q4 | $0 | Hold |
22
| – | – | ﹤0.01% | 928 |
|
|
2021
Q3 | $0 | Buy |
+22
| New | – | ﹤0.01% | 944 |
|