United Capital Financial 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 | $484K | Sell |
6,082
-351
| -5% | -$27.9K | ﹤0.01% | 784 |
|
|
2025
Q1 | $531K | Sell |
6,433
-200
| -3% | -$16.5K | ﹤0.01% | 724 |
|
|
2024
Q4 | $537K | Sell |
6,633
-519
| -7% | -$42K | ﹤0.01% | 711 |
|
|
2024
Q3 | $577K | Sell |
7,152
-1,571
| -18% | -$127K | ﹤0.01% | 694 |
|
|
2024
Q2 | $503K | Buy |
8,723
+876
| +11% | +$50.5K | ﹤0.01% | 706 |
|
|
2024
Q1 | $450K | Sell |
7,847
-166
| -2% | -$9.51K | ﹤0.01% | 755 |
|
|
2023
Q4 | $448K | Buy |
+8,013
| New | +$448K | ﹤0.01% | 750 |
|
|
2023
Q2 | – | Sell |
-4,480
| Closed | -$282K | – | 934 |
|
|
2023
Q1 | $282K | Buy |
4,480
+1,027
| +30% | +$64.6K | ﹤0.01% | 836 |
|
|
2022
Q4 | $231K | Buy |
+3,453
| New | +$231K | ﹤0.01% | 948 |
|
|
2022
Q1 | – | Sell |
-3,892
| Closed | -$235K | – | 1191 |
|
|
2021
Q4 | $235K | Sell |
3,892
-332
| -8% | -$20K | ﹤0.01% | 1097 |
|
|
2021
Q3 | $254K | Buy |
4,224
+197
| +5% | +$11.8K | ﹤0.01% | 1062 |
|
|
2021
Q2 | $243K | Sell |
4,027
-101
| -2% | -$6.1K | ﹤0.01% | 1081 |
|
|
2021
Q1 | $245K | Sell |
4,128
-10
| -0.2% | -$594 | ﹤0.01% | 1040 |
|
|
2020
Q4 | $242K | Buy |
+4,138
| New | +$242K | ﹤0.01% | 1064 |
|
|
2019
Q3 | – | Sell |
-4,407
| Closed | -$222K | – | 1385 |
|
|
2019
Q2 | $222K | Sell |
4,407
-1,454
| -25% | -$73.2K | ﹤0.01% | 1317 |
|
|
2019
Q1 | $316K | Buy |
+5,861
| New | +$316K | ﹤0.01% | 1097 |
|
|
2018
Q4 | – | Sell |
-3,235
| Closed | -$213K | – | 1335 |
|
|
2018
Q3 | $213K | Buy |
3,235
+45
| +1% | +$2.96K | ﹤0.01% | 1236 |
|
|
2018
Q2 | $209K | Sell |
3,190
-1,465
| -31% | -$96K | ﹤0.01% | 1213 |
|
|
2018
Q1 | $284K | Buy |
4,655
+325
| +8% | +$19.8K | ﹤0.01% | 1114 |
|
|
2017
Q4 | $276K | Sell |
4,330
-1,111
| -20% | -$70.8K | ﹤0.01% | 1144 |
|
|
2017
Q3 | $319K | Sell |
5,441
-3,265
| -38% | -$191K | ﹤0.01% | 1096 |
|
|
2017
Q2 | $568K | Sell |
8,706
-247
| -3% | -$16.1K | 0.01% | 897 |
|
|
2017
Q1 | $610K | Sell |
8,953
-1,052
| -11% | -$71.7K | 0.01% | 868 |
|
|
2016
Q4 | $692K | Buy |
10,005
+23
| +0.2% | +$1.59K | 0.01% | 850 |
|
|
2016
Q3 | $726K | Buy |
9,982
+2,506
| +34% | +$182K | 0.01% | 861 |
|
|
2016
Q2 | $576K | Buy |
7,476
+1,162
| +18% | +$89.5K | 0.01% | 874 |
|
|
2016
Q1 | $454K | Buy |
6,314
+398
| +7% | +$28.6K | 0.01% | 906 |
|
|
2015
Q4 | $401K | Buy |
5,916
+394
| +7% | +$26.7K | ﹤0.01% | 938 |
|
|
2015
Q3 | $345K | Sell |
5,522
-271
| -5% | -$16.9K | ﹤0.01% | 1018 |
|
|
2015
Q2 | $341K | Buy |
5,793
+237
| +4% | +$14K | ﹤0.01% | 1044 |
|
|
2015
Q1 | $330K | Sell |
5,556
-12,409
| -69% | -$737K | ﹤0.01% | 1041 |
|
|
2014
Q4 | $1.1M | Buy |
17,965
+1,855
| +12% | +$114K | 0.02% | 625 |
|
|
2014
Q3 | $932K | Buy |
16,110
+2,465
| +18% | +$143K | 0.02% | 620 |
|
|
2014
Q2 | $842K | Buy |
13,645
+549
| +4% | +$33.9K | 0.02% | 592 |
|
|
2014
Q1 | $771K | Buy |
13,096
+1,410
| +12% | +$83K | 0.02% | 538 |
|
|
2013
Q4 | $670K | Buy |
+11,686
| New | +$670K | 0.02% | 393 |
|
|
2013
Q3 | – | Sell |
-14,228
| Closed | -$858K | – | 717 |
|
|
2013
Q2 | $858K | Buy |
+14,228
| New | +$858K | 0.02% | 428 |
|