Ownership history in LGL PARTNERS, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which LGL PARTNERS, LLC reported a position in KEYCORP NEW (KEY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 17,275 | +184 | +1.1% | 0.14% | $323K | $18.30 |
| 2025 Q2 | ADDED | 17,091 | +215 | +1.3% | 0.13% | $298K | $16.88 |
| 2025 Q1 | ADDED | 16,876 | +1,880 | +12.5% | 0.13% | $270K | $15.29 |
| 2024 Q4 | ADDED | 14,996 | +168 | +1.1% | 0.04% | $257K | $16.19 |
| 2024 Q3 | ADDED | 14,828 | +186 | +1.3% | 0.03% | $248K | $15.65 |
| 2024 Q2 | ADDED | 14,642 | +218 | +1.5% | 0.03% | $208K | $13.12 |
| 2024 Q1 | REDUCED | 14,424 | -6,357 | -30.6% | 0.04% | $228K | $14.39 |
| 2017 Q2 | ADDED | 20,781 | +6 | +0.0% | 0.21% | $389K | $12.76 |
| 2017 Q1 | REDUCED | 20,775 | -1,994 | -8.8% | 0.19% | $369K | $12.04 |
| 2016 Q4 | ADDED | 22,769 | +1,175 | +5.4% | 0.23% | $416K | $12.32 |
As of 2025 Q4 — sorted by position size