Waverly Advisors’s KeyCorp KEY Stock Holding History

Waverly Advisors’s Portfolio KEY Stock Details KEY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$282K	Buy
2015 Q4	–	Sell
2015 Q3	$38K	Buy
2015 Q2	$15K	Buy
2014 Q4	–	Sell
2014 Q3	$7K	Hold
2014 Q2	$7K	Hold
2014 Q1	$7K	Sell
2013 Q4	$20K	Buy
2013 Q3	$11K	Buy