Concord Wealth Partners’s Kellanova K Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.14K | Hold |
52
| – | – | ﹤0.01% | 654 |
|
|
2025
Q1 | $4.29K | Buy |
+52
| New | +$4.29K | ﹤0.01% | 603 |
|
|
2024
Q3 | – | Sell |
-27
| Closed | -$1.57K | – | 987 |
|
|
2024
Q2 | $1.57K | Buy |
+27
| New | +$1.57K | ﹤0.01% | 683 |
|
|
2024
Q1 | – | Sell |
-1,840
| Closed | -$103K | – | 882 |
|
|
2023
Q4 | $103K | Sell |
1,840
-1,620
| -47% | -$90.6K | 0.02% | 274 |
|
|
2023
Q3 | $193K | Buy |
3,460
+2,683
| +345% | +$150K | 0.04% | 200 |
|
|
2023
Q2 | $49.2K | Sell |
777
-43
| -5% | -$2.72K | 0.01% | 370 |
|
|
2023
Q1 | $51.6K | Sell |
820
-685
| -46% | -$43.1K | 0.01% | 343 |
|
|
2022
Q4 | $101K | Buy |
+1,505
| New | +$101K | 0.03% | 248 |
|
|
2022
Q3 | – | Sell |
-1,224
| Closed | -$82K | – | 670 |
|
|
2022
Q2 | $82K | Sell |
1,224
-100
| -8% | -$6.7K | 0.02% | 289 |
|
|
2022
Q1 | $80K | Buy |
1,324
+132
| +11% | +$7.98K | 0.02% | 335 |
|
|
2021
Q4 | $72K | Buy |
1,192
+1,032
| +645% | +$62.3K | 0.02% | 374 |
|
|
2021
Q3 | $10K | Sell |
160
-961
| -86% | -$60.1K | ﹤0.01% | 469 |
|
|
2021
Q2 | $68K | Sell |
1,121
-143
| -11% | -$8.67K | 0.02% | 301 |
|
|
2021
Q1 | $75K | Buy |
1,264
+424
| +50% | +$25.2K | 0.03% | 264 |
|
|
2020
Q4 | $49K | Buy |
+840
| New | +$49K | 0.04% | 210 |
|