VA
Valmark Advisers’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Hold |
112,077
| – | – | 0.03% | 227 |
|
|
2025
Q1 | $1.79M | Hold |
112,077
| – | – | 0.03% | 225 |
|
|
2024
Q4 | $1.92M | Buy |
112,077
+2,077
| +2% | +$35.6K | 0.03% | 208 |
|
|
2024
Q3 | $1.84M | Sell |
110,000
-546
| -0.5% | -$9.15K | 0.03% | 208 |
|
|
2024
Q2 | $1.57M | Sell |
110,546
-9,454
| -8% | -$134K | 0.03% | 208 |
|
|
2024
Q1 | $1.9M | Sell |
120,000
-10,000
| -8% | -$158K | 0.03% | 175 |
|
|
2023
Q4 | $1.87M | Hold |
130,000
| – | – | 0.04% | 172 |
|
|
2023
Q3 | $1.4M | Hold |
130,000
| – | – | 0.03% | 182 |
|
|
2023
Q2 | $1.2M | Sell |
130,000
-229
| -0.2% | -$2.12K | 0.02% | 200 |
|
|
2023
Q1 | $1.63M | Sell |
130,229
-1,817
| -1% | -$22.7K | 0.04% | 166 |
|
|
2022
Q4 | $2.3M | Hold |
132,046
| – | – | 0.05% | 129 |
|
|
2022
Q3 | $2.12M | Hold |
132,046
| – | – | 0.04% | 117 |
|
|
2022
Q2 | $2.28M | Sell |
132,046
-1,509
| -1% | -$26K | 0.04% | 114 |
|
|
2022
Q1 | $2.99M | Hold |
133,555
| – | – | 0.05% | 96 |
|
|
2021
Q4 | $3.09M | Sell |
133,555
-19,882
| -13% | -$460K | 0.05% | 91 |
|
|
2021
Q3 | $3.32M | Hold |
153,437
| – | – | 0.06% | 85 |
|
|
2021
Q2 | $3.17M | Sell |
153,437
-113
| -0.1% | -$2.33K | 0.06% | 87 |
|
|
2021
Q1 | $3.07M | Buy |
153,550
+2,142
| +1% | +$42.8K | 0.06% | 83 |
|
|
2020
Q4 | $2.49M | Buy |
+151,408
| New | +$2.49M | 0.05% | 88 |
|