KFA
Kelleher Financial Advisors’s Corteva CTVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Hold |
4,424
| – | – | 0.11% | 102 |
|
|
2025
Q1 | $278K | Buy |
4,424
+596
| +16% | +$37.5K | 0.11% | 101 |
|
|
2024
Q4 | $218K | Hold |
3,828
| – | – | 0.08% | 108 |
|
|
2024
Q3 | $225K | Buy |
+3,828
| New | +$225K | 0.09% | 104 |
|
|
2024
Q2 | – | Sell |
-4,382
| Closed | -$253K | – | 116 |
|
|
2024
Q1 | $253K | Buy |
4,382
+775
| +21% | +$44.7K | 0.1% | 105 |
|
|
2023
Q4 | $173K | Sell |
3,607
-351
| -9% | -$16.8K | 0.08% | 100 |
|
|
2023
Q3 | $202K | Buy |
3,958
+42
| +1% | +$2.15K | 0.1% | 98 |
|
|
2023
Q2 | $224K | Buy |
3,916
+42
| +1% | +$2.41K | 0.13% | 95 |
|
|
2023
Q1 | $234K | Hold |
3,874
| – | – | 0.15% | 89 |
|
|
2022
Q4 | $228K | Sell |
3,874
-21,225
| -85% | -$1.25M | 0.17% | 78 |
|
|
2022
Q3 | $1.43M | Hold |
25,099
| – | – | 1.03% | 18 |
|
|
2022
Q2 | $1.36M | Buy |
25,099
+8,982
| +56% | +$486K | 0.61% | 31 |
|
|
2022
Q1 | $926K | Sell |
16,117
-21,215
| -57% | -$1.22M | 0.51% | 39 |
|
|
2021
Q4 | $1.65M | Sell |
37,332
-9,086
| -20% | -$403K | 0.88% | 23 |
|
|
2021
Q3 | $1.95M | Buy |
46,418
+8,629
| +23% | +$363K | 0.86% | 25 |
|
|
2021
Q2 | $1.68M | Buy |
37,789
+13
| +0% | +$577 | 0.94% | 20 |
|
|
2021
Q1 | $1.76M | Sell |
37,776
-1,118
| -3% | -$52.1K | 1.13% | 16 |
|
|
2020
Q4 | $1.51M | Buy |
38,894
+186
| +0.5% | +$7.2K | 1.13% | 15 |
|
|
2020
Q3 | $1.11M | Buy |
38,708
+2,423
| +7% | +$69.7K | 0.92% | 19 |
|
|
2020
Q2 | $972K | Sell |
36,285
-3,860
| -10% | -$103K | 0.93% | 22 |
|
|
2020
Q1 | $943K | Sell |
40,145
-818
| -2% | -$19.2K | 1.13% | 17 |
|
|
2019
Q4 | $1.21M | Buy |
40,963
+21,542
| +111% | +$636K | 1.22% | 18 |
|
|
2019
Q3 | $544K | Sell |
19,421
-43
| -0.2% | -$1.2K | 0.66% | 38 |
|
|
2019
Q2 | $575K | Buy |
+19,464
| New | +$575K | 0.71% | 32 |
|