Mark Sheptoff Financial Planning’s Kellanova K Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.1K | Hold |
200
| – | – | 0.01% | 288 |
|
|
2025
Q1 | $16.1K | Hold |
200
| – | – | 0.01% | 266 |
|
|
2024
Q4 | $16.1K | Sell |
200
-400
| -67% | -$32.3K | 0.01% | 274 |
|
|
2024
Q3 | $48.4K | Hold |
600
| – | – | 0.03% | 175 |
|
|
2024
Q2 | $34.6K | Hold |
600
| – | – | 0.02% | 207 |
|
|
2024
Q1 | $34.4K | Hold |
600
| – | – | 0.02% | 196 |
|
|
2023
Q4 | $33.5K | Sell |
600
-39
| -6% | -$2.18K | 0.02% | 191 |
|
|
2023
Q3 | $35.7K | Hold |
639
| – | – | 0.02% | 170 |
|
|
2023
Q2 | $40.4K | Buy |
639
+213
| +50% | +$13.5K | 0.02% | 176 |
|
|
2023
Q1 | $26.8K | Hold |
426
| – | – | 0.02% | 196 |
|
|
2022
Q4 | $28.5K | Hold |
426
| – | – | 0.02% | 188 |
|
|
2022
Q3 | $28K | Hold |
426
| – | – | 0.02% | 178 |
|
|
2022
Q2 | $29K | Hold |
426
| – | – | 0.02% | 188 |
|
|
2022
Q1 | $26K | Hold |
426
| – | – | 0.01% | 228 |
|
|
2021
Q4 | $26K | Hold |
426
| – | – | 0.01% | 232 |
|
|
2021
Q3 | $26K | Hold |
426
| – | – | 0.01% | 225 |
|
|
2021
Q2 | $26K | Sell |
426
-213
| -33% | -$13K | 0.01% | 246 |
|
|
2021
Q1 | $38K | Buy |
+639
| New | +$38K | 0.02% | 186 |
|
|
2016
Q4 | – | Sell |
-1,672
| Closed | -$122K | – | 364 |
|
|
2016
Q3 | $122K | Buy |
1,672
+160
| +11% | +$11.7K | 0.09% | 120 |
|
|
2016
Q2 | $116K | Buy |
1,512
+1,405
| +1,313% | +$108K | 0.09% | 119 |
|
|
2016
Q1 | $8K | Hold |
107
| – | – | 0.01% | 256 |
|
|
2015
Q4 | $7K | Hold |
107
| – | – | 0.01% | 287 |
|
|
2015
Q3 | $7K | Buy |
107
+90
| +529% | +$5.89K | 0.01% | 270 |
|
|
2015
Q2 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 360 |
|