Valeo Financial Advisors’s Kellanova K Stock Holding History

Valeo Financial Advisors’s Portfolio K Stock Details K Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.03M	Sell	12,947 -775	-6%	-$61.6K	0.03%	291
2025 Q1	$1.13M	Sell	13,722 -29	-0.2%	-$2.39K	0.03%	238
2024 Q4	$1.11M	Sell	13,751 -598	-4%	-$48.4K	0.03%	238
2024 Q3	$1.16M	Sell	14,349 -3,058	-18%	-$247K	0.03%	232
2024 Q2	$1M	Sell	17,407 -1,124	-6%	-$64.8K	0.03%	235
2024 Q1	$1.09M	Sell	18,531 -4,794	-21%	-$282K	0.04%	225
2023 Q4	$1.3M	Buy	23,325 +1,342	+6%	+$75K	0.05%	187
2023 Q3	$1.23M	Buy	21,983 +3,032	+16%	+$169K	0.06%	178
2023 Q2	$1.2M	Buy	18,951 +2,941	+18%	+$186K	0.05%	182
2023 Q1	$1.01M	Buy	16,010 +1,855	+13%	+$117K	0.05%	212
2022 Q4	$947K	Sell	14,155 -416	-3%	-$27.8K	0.05%	192
2022 Q3	$953K	Sell	14,571 -802	-5%	-$52.5K	0.06%	169
2022 Q2	$1.03M	Sell	15,373 -651	-4%	-$43.6K	0.06%	159
2022 Q1	$970K	Sell	16,024 -4,212	-21%	-$255K	0.05%	197
2021 Q4	$1.22M	Sell	20,236 -4,303	-18%	-$260K	0.07%	158
2021 Q3	$1.47M	Sell	24,539 -2,549	-9%	-$153K	0.08%	137
2021 Q2	$1.64M	Buy	27,088 +2,150	+9%	+$130K	0.1%	117
2021 Q1	$1.48M	Buy	24,938 +7,437	+42%	+$442K	0.07%	143
2020 Q4	$1.02M	Buy	17,501 +4,672	+36%	+$273K	0.05%	158
2020 Q3	$778K	Buy	12,829 +2,472	+24%	+$150K	0.07%	144
2020 Q2	$642K	Buy	10,357 +1,376	+15%	+$85.3K	0.06%	158
2020 Q1	$529K	Buy	8,981 +569	+7%	+$33.5K	0.06%	168
2019 Q4	$546K	Buy	8,412 +2,713	+48%	+$176K	0.05%	179
2019 Q3	$344K	Buy	5,699 +7	+0.1%	+$423	0.04%	212
2019 Q2	$286K	Buy	5,692 +6	+0.1%	+$301	0.03%	227
2019 Q1	$306K	Buy	5,686 +432	+8%	+$23.2K	0.04%	219
2018 Q4	$281K	Sell	5,254 -41	-0.8%	-$2.19K	0.04%	218
2018 Q3	$326K	Sell	5,295 -1,118	-17%	-$68.8K	0.04%	211
2018 Q2	$428K	Sell	6,413 -491	-7%	-$32.8K	0.06%	187
2018 Q1	$421K	Sell	6,904 -339	-5%	-$20.7K	0.07%	168
2017 Q4	$462K	Buy	7,243 +3,426	+90%	+$219K	0.08%	155
2017 Q3	$224K	Buy	+3,817	New	+$224K	0.05%	191