TIM

Tortoise Investment Management’s KeyCorp KEY Stock Holding History

Tortoise Investment Management’s Portfolio KEY Stock Details KEY Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$40.2K	Sell	2,309 -1,133	-33%	-$19.7K	﹤0.01%	419
2025 Q1	$55K	Buy	3,442 +1,208	+54%	+$19.3K	0.01%	361
2024 Q4	$38.3K	Buy	2,234 +11	+0.5%	+$189	﹤0.01%	459
2024 Q3	$37.2K	Buy	2,223 +13	+0.6%	+$218	﹤0.01%	462
2024 Q2	$31.4K	Sell	2,210 -32	-1%	-$455	﹤0.01%	465
2024 Q1	$35.4K	Sell	2,242 -86	-4%	-$1.36K	﹤0.01%	431
2023 Q4	$33.5K	Buy	2,328 +16	+0.7%	+$230	﹤0.01%	418
2023 Q3	$24.9K	Sell	2,312 -782	-25%	-$8.41K	﹤0.01%	440
2023 Q2	$28.6K	Buy	3,094 +1,000	+48%	+$9.24K	﹤0.01%	420
2023 Q1	$26.2K	Hold	2,094	–	–	﹤0.01%	426
2022 Q4	$36.5K	Sell	2,094 -100	-5%	-$1.74K	0.01%	365
2022 Q3	$35K	Hold	2,194	–	–	0.01%	360
2022 Q2	$38K	Buy	2,194 +1,194	+119%	+$20.7K	0.01%	334
2022 Q1	$22K	Buy	1,000 +200	+25%	+$4.4K	﹤0.01%	413
2021 Q4	$19K	Hold	800	–	–	﹤0.01%	409
2021 Q3	$17K	Hold	800	–	–	﹤0.01%	405
2021 Q2	$17K	Hold	800	–	–	﹤0.01%	394
2021 Q1	$16K	Hold	800	–	–	﹤0.01%	374
2020 Q4	$13K	Hold	800	–	–	﹤0.01%	377
2020 Q3	$10K	Hold	800	–	–	﹤0.01%	380
2020 Q2	$10K	Hold	800	–	–	﹤0.01%	369
2020 Q1	$8K	Hold	800	–	–	﹤0.01%	388
2019 Q4	$16K	Hold	800	–	–	﹤0.01%	350
2019 Q3	$14K	Hold	800	–	–	﹤0.01%	359
2019 Q2	$14K	Hold	800	–	–	﹤0.01%	385
2019 Q1	$13K	Hold	800	–	–	﹤0.01%	380
2018 Q4	$12K	Hold	800	–	–	﹤0.01%	369
2018 Q3	$16K	Hold	800	–	–	﹤0.01%	352
2018 Q2	$16K	Hold	800	–	–	﹤0.01%	360
2018 Q1	$16K	Hold	800	–	–	﹤0.01%	344
2017 Q4	$16K	Hold	800	–	–	﹤0.01%	342
2017 Q3	$15K	Hold	800	–	–	﹤0.01%	323
2017 Q2	$15K	Hold	800	–	–	﹤0.01%	312
2017 Q1	$14K	Hold	800	–	–	﹤0.01%	300
2016 Q4	$15K	Hold	800	–	–	0.01%	290
2016 Q3	$10K	Hold	800	–	–	﹤0.01%	314
2016 Q2	$9K	Hold	800	–	–	﹤0.01%	322
2016 Q1	$9K	Hold	800	–	–	﹤0.01%	288
2015 Q4	$11K	Hold	800	–	–	﹤0.01%	307
2015 Q3	$10K	Hold	800	–	–	﹤0.01%	297
2015 Q2	$12K	Hold	800	–	–	﹤0.01%	299
2015 Q1	$11K	Buy	+800	New	+$11K	﹤0.01%	288