Mount Yale Investment 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 | $23.4K | Buy |
+294
| New | +$23.4K | ﹤0.01% | 1012 |
|
|
2024
Q4 | – | Sell |
-3,542
| Closed | -$286K | – | 571 |
|
|
2024
Q3 | $286K | Sell |
3,542
-1,964
| -36% | -$158K | 0.03% | 450 |
|
|
2024
Q2 | $318K | Sell |
5,506
-2,011
| -27% | -$116K | 0.03% | 424 |
|
|
2024
Q1 | $431K | Buy |
7,517
+2,257
| +43% | +$129K | 0.03% | 385 |
|
|
2023
Q4 | $294K | Sell |
5,260
-1,314
| -20% | -$73.5K | 0.03% | 413 |
|
|
2023
Q3 | $367K | Sell |
6,574
-181
| -3% | -$10.1K | 0.04% | 360 |
|
|
2023
Q2 | $428K | Sell |
6,755
-35
| -0.5% | -$2.22K | 0.05% | 328 |
|
|
2023
Q1 | $427K | Sell |
6,790
-82
| -1% | -$5.16K | 0.05% | 319 |
|
|
2022
Q4 | $460K | Sell |
6,872
-113
| -2% | -$7.56K | 0.05% | 288 |
|
|
2022
Q3 | $457K | Sell |
6,985
-1,915
| -22% | -$125K | 0.06% | 278 |
|
|
2022
Q2 | $596K | Sell |
8,900
-363
| -4% | -$24.3K | 0.08% | 254 |
|
|
2022
Q1 | $561K | Sell |
9,263
-85
| -0.9% | -$5.15K | 0.06% | 289 |
|
|
2021
Q4 | $565K | Sell |
9,348
-165
| -2% | -$9.97K | 0.06% | 278 |
|
|
2021
Q3 | $571K | Sell |
9,513
-312
| -3% | -$18.7K | 0.07% | 265 |
|
|
2021
Q2 | $593K | Buy |
9,825
+219
| +2% | +$13.2K | 0.07% | 248 |
|
|
2021
Q1 | $571K | Buy |
+9,606
| New | +$571K | 0.07% | 243 |
|
|
2018
Q4 | – | Sell |
-331
| Closed | -$20K | – | 540 |
|
|
2018
Q3 | $20K | Hold |
331
| – | – | ﹤0.01% | 782 |
|
|
2018
Q2 | $22K | Hold |
331
| – | – | ﹤0.01% | 769 |
|
|
2018
Q1 | $20K | Buy |
+331
| New | +$20K | ﹤0.01% | 766 |
|