CWS Financial Advisors’s Kellanova K Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Sell |
2,981
-521
| -15% | -$41.4K | 0.07% | 122 |
|
|
2025
Q1 | $289K | Buy |
3,502
+534
| +18% | +$44K | 0.09% | 104 |
|
|
2024
Q4 | $240K | Sell |
2,968
-219
| -7% | -$17.7K | 0.08% | 113 |
|
|
2024
Q3 | $257K | Buy |
+3,187
| New | +$257K | 0.09% | 99 |
|
|
2024
Q1 | – | Sell |
-3,877
| Closed | -$217K | – | 127 |
|
|
2023
Q4 | $217K | Sell |
3,877
-808
| -17% | -$45.2K | 0.08% | 136 |
|
|
2023
Q3 | $262K | Sell |
4,685
-10
| -0.2% | -$559 | 0.11% | 118 |
|
|
2023
Q2 | $297K | Sell |
4,695
-213
| -4% | -$13.5K | 0.11% | 115 |
|
|
2023
Q1 | $309K | Sell |
4,908
-3,125
| -39% | -$196K | 0.12% | 112 |
|
|
2022
Q4 | $477K | Buy |
8,033
+3,785
| +89% | +$225K | 0.21% | 76 |
|
|
2022
Q3 | $278K | Buy |
4,248
+27
| +0.6% | +$1.77K | 0.13% | 111 |
|
|
2022
Q2 | $283K | Sell |
4,221
-3,279
| -44% | -$220K | 0.13% | 114 |
|
|
2022
Q1 | $454K | Sell |
7,500
-170
| -2% | -$10.3K | 0.17% | 89 |
|
|
2021
Q4 | $464K | Buy |
+7,670
| New | +$464K | 0.16% | 96 |
|
|
2021
Q2 | $486K | Buy |
8,039
+6
| +0.1% | +$363 | 0.19% | 77 |
|
|
2021
Q1 | $477K | Buy |
8,033
+9
| +0.1% | +$534 | 0.21% | 76 |
|
|
2020
Q4 | $469K | Sell |
8,024
-3,399
| -30% | -$199K | 0.27% | 70 |
|
|
2020
Q3 | $693K | Buy |
11,423
+5
| +0% | +$303 | 0.46% | 41 |
|
|
2020
Q2 | $708K | Buy |
11,418
+11
| +0.1% | +$682 | 0.51% | 40 |
|
|
2020
Q1 | $741K | Sell |
11,407
-109
| -0.9% | -$7.08K | 0.55% | 25 |
|
|
2019
Q4 | $748K | Buy |
+11,516
| New | +$748K | 0.55% | 25 |
|