Summit Trail 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 | $874K | Buy |
+10,995
| New | +$874K | 0.02% | 532 |
|
|
2024
Q4 | – | Sell |
-8,557
| Closed | -$691K | – | 585 |
|
|
2024
Q3 | $691K | Buy |
8,557
+5,003
| +141% | +$404K | 0.02% | 331 |
|
|
2024
Q2 | $205K | Buy |
+3,554
| New | +$205K | 0.01% | 590 |
|
|
2018
Q1 | – | Sell |
-426
| Closed | -$27K | – | 1081 |
|
|
2017
Q4 | $27K | Buy |
+426
| New | +$27K | ﹤0.01% | 964 |
|