Creative Planning’s Kulicke & Soffa KLIC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.96M | Buy |
56,706
+21,983
| +63% | +$761K | ﹤0.01% | 1323 |
|
2025
Q1 | $1.15M | Sell |
34,723
-10,857
| -24% | -$358K | ﹤0.01% | 1617 |
|
2024
Q4 | $2.13M | Buy |
45,580
+19,716
| +76% | +$920K | ﹤0.01% | 1093 |
|
2024
Q3 | $1.17M | Buy |
25,864
+14,480
| +127% | +$653K | ﹤0.01% | 1406 |
|
2024
Q2 | $560K | Buy |
11,384
+372
| +3% | +$18.3K | ﹤0.01% | 1847 |
|
2024
Q1 | $554K | Buy |
11,012
+34
| +0.3% | +$1.71K | ﹤0.01% | 1778 |
|
2023
Q4 | $601K | Buy |
10,978
+1,615
| +17% | +$88.4K | ﹤0.01% | 1572 |
|
2023
Q3 | $455K | Buy |
9,363
+1,223
| +15% | +$59.5K | ﹤0.01% | 1622 |
|
2023
Q2 | $484K | Sell |
8,140
-15
| -0.2% | -$892 | ﹤0.01% | 1566 |
|
2023
Q1 | $430K | Buy |
8,155
+140
| +2% | +$7.38K | ﹤0.01% | 1561 |
|
2022
Q4 | $355K | Buy |
8,015
+1,934
| +32% | +$85.6K | ﹤0.01% | 1608 |
|
2022
Q3 | $234K | Sell |
6,081
-44
| -0.7% | -$1.69K | ﹤0.01% | 1788 |
|
2022
Q2 | $262K | Buy |
6,125
+1,565
| +34% | +$66.9K | ﹤0.01% | 1697 |
|
2022
Q1 | $255K | Buy |
4,560
+26
| +0.6% | +$1.45K | ﹤0.01% | 1736 |
|
2021
Q4 | $274K | Sell |
4,534
-450
| -9% | -$27.2K | ﹤0.01% | 1682 |
|
2021
Q3 | $290K | Buy |
4,984
+767
| +18% | +$44.6K | ﹤0.01% | 1614 |
|
2021
Q2 | $258K | Sell |
4,217
-21,130
| -83% | -$1.29M | ﹤0.01% | 1634 |
|
2021
Q1 | $1.25M | Buy |
+25,347
| New | +$1.25M | ﹤0.01% | 912 |
|
2017
Q3 | – | Sell |
-7,382
| Closed | -$140K | – | 2788 |
|
2017
Q2 | $140K | Buy |
7,382
+617
| +9% | +$11.7K | ﹤0.01% | 1733 |
|
2017
Q1 | $137K | Buy |
6,765
+600
| +10% | +$12.2K | ﹤0.01% | 1738 |
|
2016
Q4 | $98K | Buy |
6,165
+240
| +4% | +$3.82K | ﹤0.01% | 1865 |
|
2016
Q3 | $77K | Hold |
5,925
| – | – | ﹤0.01% | 2021 |
|
2016
Q2 | $72K | Buy |
5,925
+4,925
| +493% | +$59.8K | ﹤0.01% | 1870 |
|
2016
Q1 | $11K | Hold |
1,000
| – | – | ﹤0.01% | 3132 |
|
2015
Q4 | $12K | Hold |
1,000
| – | – | ﹤0.01% | 3136 |
|
2015
Q3 | $9K | Buy |
+1,000
| New | +$9K | ﹤0.01% | 3231 |
|
2015
Q2 | – | Sell |
-1,000
| Closed | -$16K | – | 2015 |
|
2015
Q1 | $16K | Sell |
1,000
-31,250
| -97% | -$500K | ﹤0.01% | 2851 |
|
2014
Q4 | $466K | Sell |
32,250
-300
| -0.9% | -$4.34K | ﹤0.01% | 729 |
|
2014
Q3 | $463K | Buy |
32,550
+300
| +0.9% | +$4.27K | 0.01% | 685 |
|
2014
Q2 | $460K | Buy |
32,250
+960
| +3% | +$13.7K | 0.01% | 676 |
|
2014
Q1 | $395K | Sell |
31,290
-3,168
| -9% | -$40K | 0.01% | 719 |
|
2013
Q4 | $458K | Buy |
34,458
+3,000
| +10% | +$39.9K | 0.01% | 544 |
|
2013
Q3 | $363K | Buy |
31,458
+168
| +0.5% | +$1.94K | 0.01% | 532 |
|
2013
Q2 | $346K | Buy |
+31,290
| New | +$346K | 0.01% | 505 |
|