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