United Capital Financial 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 | $1.36M | Sell |
77,941
-12,933
| -14% | -$225K | 0.01% | 519 |
|
|
2025
Q1 | $1.45M | Buy |
90,874
+374
| +0.4% | +$5.98K | 0.01% | 485 |
|
|
2024
Q4 | $1.55M | Sell |
90,500
-998
| -1% | -$17.1K | 0.01% | 468 |
|
|
2024
Q3 | $1.53M | Buy |
91,498
+2,777
| +3% | +$46.5K | 0.01% | 460 |
|
|
2024
Q2 | $1.26M | Sell |
88,721
-5,140
| -5% | -$73K | 0.01% | 480 |
|
|
2024
Q1 | $1.48M | Buy |
93,861
+13,068
| +16% | +$207K | 0.01% | 480 |
|
|
2023
Q4 | $1.16M | Buy |
+80,793
| New | +$1.16M | 0.01% | 519 |
|
|
2023
Q1 | – | Sell |
-18,766
| Closed | -$327K | – | 1013 |
|
|
2022
Q4 | $327K | Sell |
18,766
-171,772
| -90% | -$2.99M | ﹤0.01% | 860 |
|
|
2022
Q3 | $3.05M | Sell |
190,538
-24,708
| -11% | -$396K | 0.02% | 406 |
|
|
2022
Q2 | $3.71M | Buy |
215,246
+22,434
| +12% | +$387K | 0.02% | 386 |
|
|
2022
Q1 | $4.32M | Buy |
192,812
+23,541
| +14% | +$527K | 0.02% | 388 |
|
|
2021
Q4 | $3.92M | Buy |
169,271
+154,245
| +1,027% | +$3.57M | 0.02% | 411 |
|
|
2021
Q3 | $325K | Buy |
15,026
+245
| +2% | +$5.3K | ﹤0.01% | 976 |
|
|
2021
Q2 | $305K | Sell |
14,781
-7,568
| -34% | -$156K | ﹤0.01% | 1012 |
|
|
2021
Q1 | $447K | Sell |
22,349
-3,877
| -15% | -$77.5K | ﹤0.01% | 874 |
|
|
2020
Q4 | $430K | Sell |
26,226
-4,309
| -14% | -$70.7K | ﹤0.01% | 884 |
|
|
2020
Q3 | $364K | Sell |
30,535
-4,528
| -13% | -$54K | ﹤0.01% | 903 |
|
|
2020
Q2 | $427K | Sell |
35,063
-8,493
| -19% | -$103K | ﹤0.01% | 915 |
|
|
2020
Q1 | $452K | Sell |
43,556
-56,529
| -56% | -$587K | ﹤0.01% | 846 |
|
|
2019
Q4 | $2.03M | Buy |
100,085
+8,868
| +10% | +$180K | 0.01% | 602 |
|
|
2019
Q3 | $1.63M | Sell |
91,217
-15,661
| -15% | -$279K | 0.01% | 626 |
|
|
2019
Q2 | $1.9M | Buy |
106,878
+4,879
| +5% | +$86.6K | 0.01% | 632 |
|
|
2019
Q1 | $1.61M | Buy |
101,999
+44,256
| +77% | +$697K | 0.01% | 644 |
|
|
2018
Q4 | $853K | Sell |
57,743
-17,202
| -23% | -$254K | 0.01% | 758 |
|
|
2018
Q3 | $1.49M | Buy |
74,945
+383
| +0.5% | +$7.62K | 0.01% | 670 |
|
|
2018
Q2 | $1.46M | Buy |
74,562
+11,150
| +18% | +$218K | 0.01% | 668 |
|
|
2018
Q1 | $1.24M | Sell |
63,412
-18,212
| -22% | -$356K | 0.01% | 719 |
|
|
2017
Q4 | $1.66M | Buy |
81,624
+14,609
| +22% | +$297K | 0.01% | 647 |
|
|
2017
Q3 | $1.26M | Sell |
67,015
-2,063
| -3% | -$38.8K | 0.01% | 712 |
|
|
2017
Q2 | $1.3M | Buy |
69,078
+1,237
| +2% | +$23.2K | 0.01% | 694 |
|
|
2017
Q1 | $1.21M | Sell |
67,841
-1,673
| -2% | -$29.7K | 0.01% | 698 |
|
|
2016
Q4 | $1.27M | Sell |
69,514
-1,521
| -2% | -$27.8K | 0.01% | 680 |
|
|
2016
Q3 | $864K | Sell |
71,035
-178
| -0.2% | -$2.17K | 0.01% | 812 |
|
|
2016
Q2 | $783K | Sell |
71,213
-873
| -1% | -$9.6K | 0.01% | 802 |
|
|
2016
Q1 | $796K | Sell |
72,086
-8,177
| -10% | -$90.3K | 0.01% | 760 |
|
|
2015
Q4 | $1.06M | Buy |
80,263
+528
| +0.7% | +$6.97K | 0.01% | 681 |
|
|
2015
Q3 | $1.04M | Sell |
79,735
-7,705
| -9% | -$100K | 0.01% | 680 |
|
|
2015
Q2 | $1.31M | Sell |
87,440
-7,767
| -8% | -$117K | 0.02% | 677 |
|
|
2015
Q1 | $1.38M | Sell |
95,207
-1,373
| -1% | -$19.8K | 0.02% | 659 |
|
|
2014
Q4 | $1.34M | Buy |
96,580
+1,535
| +2% | +$21.3K | 0.02% | 573 |
|
|
2014
Q3 | $1.27M | Sell |
95,045
-8,253
| -8% | -$110K | 0.02% | 549 |
|
|
2014
Q2 | $1.48M | Buy |
103,298
+2,736
| +3% | +$39.2K | 0.03% | 475 |
|
|
2014
Q1 | $1.43M | Buy |
100,562
+13,254
| +15% | +$189K | 0.03% | 416 |
|
|
2013
Q4 | $1.17M | Sell |
87,308
-2,911
| -3% | -$39.1K | 0.04% | 312 |
|
|
2013
Q3 | $1.03M | Buy |
+90,219
| New | +$1.03M | 0.03% | 339 |
|