Valeo 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 | $657K | Buy |
37,735
+459
| +1% | +$8K | 0.02% | 386 |
|
|
2025
Q1 | $596K | Sell |
37,276
-30,629
| -45% | -$490K | 0.02% | 366 |
|
|
2024
Q4 | $693K | Sell |
67,905
-30,295
| -31% | -$309K | 0.02% | 333 |
|
|
2024
Q3 | $1.18M | Sell |
98,200
-104
| -0.1% | -$1.26K | 0.03% | 229 |
|
|
2024
Q2 | $1.01M | Buy |
98,304
+29,003
| +42% | +$298K | 0.03% | 234 |
|
|
2024
Q1 | $1.03M | Buy |
69,301
+792
| +1% | +$11.8K | 0.04% | 234 |
|
|
2023
Q4 | $987K | Buy |
68,509
+5,727
| +9% | +$82.5K | 0.04% | 222 |
|
|
2023
Q3 | $676K | Sell |
62,782
-228
| -0.4% | -$2.45K | 0.03% | 268 |
|
|
2023
Q2 | $582K | Buy |
63,010
+4,343
| +7% | +$40.1K | 0.03% | 288 |
|
|
2023
Q1 | $735K | Buy |
58,667
+46,660
| +389% | +$584K | 0.04% | 260 |
|
|
2022
Q4 | $209K | Buy |
12,007
+372
| +3% | +$6.48K | 0.01% | 474 |
|
|
2022
Q3 | $186K | Sell |
11,635
-2,900
| -20% | -$46.4K | 0.01% | 440 |
|
|
2022
Q2 | $250K | Sell |
14,535
-2,347
| -14% | -$40.4K | 0.02% | 388 |
|
|
2022
Q1 | $378K | Buy |
16,882
+7,388
| +78% | +$165K | 0.02% | 369 |
|
|
2021
Q4 | $220K | Sell |
9,494
-98
| -1% | -$2.27K | 0.01% | 475 |
|
|
2021
Q3 | $207K | Sell |
9,592
-3,070
| -24% | -$66.3K | 0.01% | 468 |
|
|
2021
Q2 | $261K | Buy |
12,662
+4,858
| +62% | +$100K | 0.02% | 365 |
|
|
2021
Q1 | $156K | Buy |
7,804
+3,179
| +69% | +$63.5K | 0.01% | 487 |
|
|
2020
Q4 | $76K | Buy |
4,625
+458
| +11% | +$7.53K | ﹤0.01% | 628 |
|
|
2020
Q3 | $50K | Sell |
4,167
-6,452
| -61% | -$77.4K | ﹤0.01% | 649 |
|
|
2020
Q2 | $129K | Buy |
10,619
+1,423
| +15% | +$17.3K | 0.01% | 410 |
|
|
2020
Q1 | $107K | Buy |
9,196
+1,618
| +21% | +$18.8K | 0.01% | 405 |
|
|
2019
Q4 | $153K | Sell |
7,578
-765
| -9% | -$15.4K | 0.01% | 370 |
|
|
2019
Q3 | $149K | Sell |
8,343
-944
| -10% | -$16.9K | 0.02% | 350 |
|
|
2019
Q2 | $165K | Sell |
9,287
-2,899
| -24% | -$51.5K | 0.02% | 323 |
|
|
2019
Q1 | $192K | Sell |
12,186
-2,487
| -17% | -$39.2K | 0.02% | 286 |
|
|
2018
Q4 | $217K | Buy |
14,673
+895
| +6% | +$13.2K | 0.03% | 246 |
|
|
2018
Q3 | $248K | Sell |
13,778
-365
| -3% | -$6.57K | 0.03% | 244 |
|
|
2018
Q2 | $301K | Sell |
14,143
-907
| -6% | -$19.3K | 0.04% | 224 |
|
|
2018
Q1 | $294K | Buy |
15,050
+3,942
| +35% | +$77K | 0.05% | 211 |
|
|
2017
Q4 | $224K | Buy |
11,108
+6,419
| +137% | +$129K | 0.04% | 230 |
|
|
2017
Q3 | $88K | Buy |
+4,689
| New | +$88K | 0.02% | 309 |
|