Valeo Financial Advisors’s Kimball Electronics KE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$913K	Sell	47,459 -6,341	-12%	-$122K	0.02%	324
2025 Q1	$885K	Sell	53,800 -8,329	-13%	-$137K	0.02%	282
2024 Q4	$1.16M	Sell	62,129 -7,150	-10%	-$134K	0.03%	226
2024 Q3	$1.28M	Sell	69,279 -12,296	-15%	-$228K	0.04%	213
2024 Q2	$1.79M	Sell	81,575 -7,908	-9%	-$174K	0.06%	163
2024 Q1	$1.88M	Sell	89,483 -9,006	-9%	-$189K	0.07%	153
2023 Q4	$2.65M	Sell	98,489 -8,290	-8%	-$223K	0.11%	109
2023 Q3	$2.92M	Sell	106,779 -7,976	-7%	-$218K	0.13%	91
2023 Q2	$3.17M	Sell	114,755 -11,585	-9%	-$320K	0.14%	85
2023 Q1	$3.04M	Sell	126,340 -5,419	-4%	-$131K	0.15%	90
2022 Q4	$2.98M	Sell	131,759 -23,170	-15%	-$523K	0.16%	80
2022 Q3	$2.66M	Sell	154,929 -250	-0.2%	-$4.29K	0.17%	79
2022 Q2	$3.12M	Sell	155,179 -107,431	-41%	-$2.16M	0.2%	71
2022 Q1	$5.25M	Sell	262,610 -419	-0.2%	-$8.38K	0.27%	58
2021 Q4	$5.72M	Sell	263,029 -13,170	-5%	-$287K	0.31%	47
2021 Q3	$7.12M	Sell	276,199 -14,070	-5%	-$363K	0.41%	35
2021 Q2	$6.31M	Sell	290,269 -21,000	-7%	-$457K	0.38%	36
2021 Q1	$8.03M	Sell	311,269 -14,968	-5%	-$386K	0.37%	38
2020 Q4	$5.22M	Buy	326,237 +8,183	+3%	+$131K	0.27%	44
2020 Q3	$3.68M	Buy	318,054 +2,803	+0.9%	+$32.4K	0.32%	48
2020 Q2	$4.27M	Sell	315,251 -1,485	-0.5%	-$20.1K	0.39%	35
2020 Q1	$3.99M	Hold	316,736	–	–	0.42%	37
2019 Q4	$5.56M	Buy	316,736 +18,384	+6%	+$323K	0.54%	31
2019 Q3	$4.33M	Buy	298,352 +82,823	+38%	+$1.2M	0.48%	36
2019 Q2	$3.5M	Buy	215,529 +1,505	+0.7%	+$24.4K	0.4%	42
2019 Q1	$3.32M	Hold	214,024	–	–	0.4%	44
2018 Q4	$3.32M	Hold	214,024	–	–	0.46%	38
2018 Q3	$3.94M	Buy	214,024 +38,541	+22%	+$709K	0.53%	38
2018 Q2	$3.53M	Hold	175,483	–	–	0.49%	40
2018 Q1	$2.83M	Hold	175,483	–	–	0.45%	42
2017 Q4	$3.2M	Buy	175,483 +2,250	+1%	+$41.1K	0.53%	43
2017 Q3	$3.75M	Buy	+173,233	New	+$3.75M	0.85%	18