Key shares owned by Valeo Financial Advisors
Historical chart of Valeo Financial Advisors investment in Key
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All positions including Key held by Valeo Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Key by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 69k | 15.81 |
| 2023-12-31 | $987k | 69k | 14.40 |
| 2023-09-30 | $676k | 63k | 10.76 |
| 2023-06-30 | $582k | 63k | 9.24 |
| 2023-03-31 | $735k | 59k | 12.52 |
| 2022-12-31 | $209k | 12k | 17.42 |
| 2022-09-30 | $186k | 12k | 15.99 |
| 2022-06-30 | $250k | 15k | 17.20 |
| 2022-03-31 | $378k | 17k | 22.39 |
| 2021-12-31 | $220k | 9.5k | 23.17 |
| 2021-09-30 | $207k | 9.6k | 21.58 |
| 2021-06-30 | $261k | 13k | 20.61 |
| 2021-03-31 | $156k | 7.8k | 19.99 |
| 2020-12-31 | $76k | 4.6k | 16.43 |
| 2020-09-30 | $50k | 4.2k | 12.00 |
| 2020-06-30 | $129k | 11k | 12.15 |
| 2020-03-31 | $107k | 9.2k | 11.64 |
| 2019-12-31 | $153k | 7.6k | 20.19 |
| 2019-09-30 | $149k | 8.3k | 17.86 |
| 2019-06-30 | $165k | 9.3k | 17.77 |
| 2019-03-31 | $192k | 12k | 15.76 |
| 2018-12-31 | $217k | 15k | 14.79 |
| 2018-09-30 | $248k | 14k | 18.00 |
| 2018-06-30 | $301k | 14k | 21.28 |
| 2018-03-31 | $294k | 15k | 19.53 |
| 2017-12-31 | $224k | 11k | 20.17 |
| 2017-09-30 | $88k | 4.7k | 18.77 |