Allworth Financial’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25M | Buy |
27,920
+13,919
| +99% | +$12.5M | 0.12% | 107 |
|
|
2025
Q1 | $9.65M | Buy |
14,001
+4,885
| +54% | +$3.37M | 0.05% | 187 |
|
|
2024
Q4 | $7.04M | Buy |
9,116
+485
| +6% | +$374K | 0.04% | 219 |
|
|
2024
Q3 | $6.68M | Sell |
8,631
-39
| -0.4% | -$30.2K | 0.04% | 177 |
|
|
2024
Q2 | $6.61M | Sell |
8,670
-57
| -0.7% | -$43.5K | 0.04% | 185 |
|
|
2024
Q1 | $6.1M | Buy |
8,727
+43
| +0.5% | +$30K | 0.04% | 174 |
|
|
2023
Q4 | $5.05M | Buy |
8,684
+104
| +1% | +$60.5K | 0.04% | 185 |
|
|
2023
Q3 | $3.94M | Buy |
8,580
+26
| +0.3% | +$11.9K | 0.03% | 192 |
|
|
2023
Q2 | $4.15M | Buy |
8,554
+132
| +2% | +$64K | 0.04% | 194 |
|
|
2023
Q1 | $3.36M | Buy |
8,422
+34
| +0.4% | +$13.6K | 0.03% | 197 |
|
|
2022
Q4 | $3.16M | Buy |
8,388
+75
| +0.9% | +$28.3K | 0.04% | 190 |
|
|
2022
Q3 | $2.52M | Sell |
8,313
-86
| -1% | -$26K | 0.03% | 205 |
|
|
2022
Q2 | $2.68M | Buy |
8,399
+2,258
| +37% | +$720K | 0.04% | 189 |
|
|
2022
Q1 | $2.25M | Buy |
6,141
+235
| +4% | +$86K | 0.03% | 207 |
|
|
2021
Q4 | $2.54M | Buy |
5,906
+34
| +0.6% | +$14.6K | 0.04% | 174 |
|
|
2021
Q3 | $1.96M | Buy |
5,872
+258
| +5% | +$86.3K | 0.03% | 171 |
|
|
2021
Q2 | $1.82M | Sell |
5,614
-2
| -0% | -$648 | 0.03% | 137 |
|
|
2021
Q1 | $1.86M | Hold |
5,616
| – | – | 0.04% | 119 |
|
|
2020
Q4 | $1.45M | Sell |
5,616
-1,000
| -15% | -$259K | 0.04% | 96 |
|
|
2020
Q3 | $1.28M | Hold |
6,616
| – | – | 0.04% | 81 |
|
|
2020
Q2 | $1.29M | Hold |
6,616
| – | – | 0.04% | 79 |
|
|
2020
Q1 | $951K | Buy |
6,616
+2
| +0% | +$287 | 0.03% | 110 |
|
|
2019
Q4 | $1.18M | Hold |
6,614
| – | – | 0.04% | 66 |
|
|
2019
Q3 | $1.06M | Hold |
6,614
| – | – | 0.04% | 63 |
|
|
2019
Q2 | $782K | Hold |
6,614
| – | – | 0.03% | 76 |
|
|
2019
Q1 | $790K | Hold |
6,614
| – | – | 0.03% | 74 |
|
|
2018
Q4 | $592K | Hold |
6,614
| – | – | 0.03% | 82 |
|
|
2018
Q3 | $673K | Sell |
6,614
-24
| -0.4% | -$2.44K | 0.03% | 78 |
|
|
2018
Q2 | $681K | Buy |
+6,638
| New | +$681K | 0.03% | 75 |
|