CAPTRUST Financial Advisors’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.58M | Buy |
5,118
+619
| +14% | +$554K | 0.01% | 643 |
|
|
2025
Q1 | $3.06M | Buy |
4,499
+1,236
| +38% | +$840K | 0.01% | 736 |
|
|
2024
Q4 | $2.06M | Buy |
3,263
+462
| +16% | +$291K | 0.01% | 876 |
|
|
2024
Q3 | $2.17M | Sell |
2,801
-236
| -8% | -$183K | 0.01% | 828 |
|
|
2024
Q2 | $2.5M | Buy |
3,037
+277
| +10% | +$228K | 0.01% | 721 |
|
|
2024
Q1 | $1.93M | Sell |
2,760
-2,968
| -52% | -$2.07M | 0.01% | 820 |
|
|
2023
Q4 | $3.33M | Buy |
5,728
+132
| +2% | +$76.7K | 0.01% | 701 |
|
|
2023
Q3 | $2.57M | Sell |
5,596
-2,719
| -33% | -$1.25M | 0.01% | 762 |
|
|
2023
Q2 | $4.03M | Buy |
8,315
+3,720
| +81% | +$1.8M | 0.02% | 577 |
|
|
2023
Q1 | $1.83M | Sell |
4,595
-195
| -4% | -$77.8K | 0.01% | 778 |
|
|
2022
Q4 | $1.81M | Buy |
4,790
+5
| +0.1% | +$1.89K | 0.01% | 747 |
|
|
2022
Q3 | $1.45M | Buy |
4,785
+579
| +14% | +$175K | 0.01% | 780 |
|
|
2022
Q2 | $1.34M | Buy |
4,206
+530
| +14% | +$169K | 0.01% | 717 |
|
|
2022
Q1 | $1.35M | Buy |
3,676
+869
| +31% | +$318K | 0.01% | 730 |
|
|
2021
Q4 | $1.21M | Sell |
2,807
-212
| -7% | -$91.2K | 0.01% | 733 |
|
|
2021
Q3 | $1.01M | Buy |
3,019
+258
| +9% | +$86.3K | 0.01% | 745 |
|
|
2021
Q2 | $895K | Sell |
2,761
-160
| -5% | -$51.9K | 0.01% | 762 |
|
|
2021
Q1 | $965K | Buy |
2,921
+2,134
| +271% | +$705K | 0.01% | 708 |
|
|
2020
Q4 | $204K | Buy |
787
+300
| +62% | +$77.8K | ﹤0.01% | 1173 |
|
|
2020
Q3 | $97K | Buy |
487
+220
| +82% | +$43.8K | ﹤0.01% | 1353 |
|
|
2020
Q2 | $52K | Buy |
+267
| New | +$52K | ﹤0.01% | 1613 |
|
|
2019
Q4 | – | Sell |
-345
| Closed | -$55K | – | 1426 |
|
|
2019
Q3 | $55K | Hold |
345
| – | – | ﹤0.01% | 965 |
|
|
2019
Q2 | $41K | Buy |
345
+45
| +15% | +$5.35K | ﹤0.01% | 1050 |
|
|
2019
Q1 | $36K | Buy |
+300
| New | +$36K | ﹤0.01% | 996 |
|