Summit Trail Advisors’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Buy |
+21,311
| New | +$371K | 0.01% | 838 |
|
|
2024
Q4 | – | Sell |
-25,689
| Closed | -$430K | – | 588 |
|
|
2024
Q3 | $430K | Buy |
25,689
+3,935
| +18% | +$65.9K | 0.01% | 439 |
|
|
2024
Q2 | $309K | Buy |
21,754
+10,797
| +99% | +$153K | 0.01% | 485 |
|
|
2024
Q1 | $173K | Buy |
+10,957
| New | +$173K | ﹤0.01% | 570 |
|
|
2023
Q4 | – | Sell |
-13,516
| Closed | -$145K | – | 578 |
|
|
2023
Q3 | $145K | Buy |
13,516
+2,276
| +20% | +$24.5K | 0.01% | 512 |
|
|
2023
Q2 | $104K | Buy |
+11,240
| New | +$104K | ﹤0.01% | 526 |
|
|
2018
Q1 | – | Sell |
-3,154
| Closed | -$68K | – | 1090 |
|
|
2017
Q4 | $68K | Buy |
+3,154
| New | +$68K | 0.01% | 737 |
|