Valmark Advisers’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.83M | Hold |
91,477
| – | – | 0.02% | 257 |
|
|
2025
Q4 | $1.89M | Sell |
91,477
-16,600
| -15% | -$309K | 0.02% | 251 |
|
|
2025
Q3 | $2.02M | Sell |
108,077
-4,000
| -4% | -$74K | 0.03% | 228 |
|
|
2025
Q2 | $1.95M | Hold |
112,077
| – | – | 0.03% | 228 |
|
|
2025
Q1 | $1.79M | Hold |
112,077
| – | – | 0.03% | 226 |
|
|
2024
Q4 | $1.92M | Buy |
112,077
+2,077
| +2% | +$37.3K | 0.03% | 209 |
|
|
2024
Q3 | $1.84M | Sell |
110,000
-546
| -0.5% | -$8.66K | 0.03% | 209 |
|
|
2024
Q2 | $1.57M | Sell |
110,546
-9,454
| -8% | -$137K | 0.03% | 209 |
|
|
2024
Q1 | $1.9M | Sell |
120,000
-10,000
| -8% | -$144K | 0.03% | 176 |
|
|
2023
Q4 | $1.87M | Hold |
130,000
| – | – | 0.04% | 173 |
|
|
2023
Q3 | $1.4M | Hold |
130,000
| – | – | 0.03% | 183 |
|
|
2023
Q2 | $1.2M | Sell |
130,000
-229
| -0.2% | -$2.39K | 0.02% | 201 |
|
|
2023
Q1 | $1.63M | Sell |
130,229
-1,817
| -1% | -$30.7K | 0.04% | 167 |
|
|
2022
Q4 | $2.3M | Hold |
132,046
| – | – | 0.05% | 129 |
|
|
2022
Q3 | $2.12M | Hold |
132,046
| – | – | 0.04% | 117 |
|
|
2022
Q2 | $2.27M | Sell |
132,046
-1,509
| -1% | -$29.2K | 0.04% | 114 |
|
|
2022
Q1 | $2.99M | Hold |
133,555
| – | – | 0.05% | 96 |
|
|
2021
Q4 | $3.09M | Sell |
133,555
-19,882
| -13% | -$461K | 0.05% | 91 |
|
|
2021
Q3 | $3.32M | Hold |
153,437
| – | – | 0.06% | 86 |
|
|
2021
Q2 | $3.17M | Sell |
153,437
-113
| -0.1% | -$2.45K | 0.06% | 88 |
|
|
2021
Q1 | $3.07M | Buy |
153,550
+2,142
| +1% | +$41.3K | 0.06% | 84 |
|
|
2020
Q4 | $2.48M | Buy |
+151,408
| New | +$2.21M | 0.05% | 88 |
|
Other funds holding KEY
VCM
VPM
