Steward Partners Investment Advisory’s WK Kellogg Co KLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.4K | Buy |
1,906
+267
| +16% | +$4.26K | ﹤0.01% | 2731 |
|
|
2025
Q1 | $32.7K | Buy |
1,639
+577
| +54% | +$11.5K | ﹤0.01% | 2591 |
|
|
2024
Q4 | $19.1K | Sell |
1,062
-62
| -6% | -$1.12K | ﹤0.01% | 2822 |
|
|
2024
Q3 | $19.2K | Sell |
1,124
-120
| -10% | -$2.05K | ﹤0.01% | 2674 |
|
|
2024
Q2 | $20.5K | Sell |
1,244
-188
| -13% | -$3.09K | ﹤0.01% | 2530 |
|
|
2024
Q1 | $26.9K | Sell |
1,432
-416
| -23% | -$7.82K | ﹤0.01% | 2389 |
|
|
2023
Q4 | $24.3K | Buy |
+1,848
| New | +$24.3K | ﹤0.01% | 2314 |
|