Financial Advocates Investment Management’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $494K | Sell |
551
-182
| -25% | -$163K | 0.04% | 359 |
|
|
2025
Q1 | $498K | Buy |
733
+40
| +6% | +$27.2K | 0.03% | 419 |
|
|
2024
Q4 | $437K | Buy |
693
+96
| +16% | +$60.5K | 0.02% | 493 |
|
|
2024
Q3 | $462K | Buy |
597
+21
| +4% | +$16.3K | 0.03% | 474 |
|
|
2024
Q2 | $474K | Sell |
576
-129
| -18% | -$106K | 0.03% | 446 |
|
|
2024
Q1 | $493K | Hold |
705
| – | – | 0.03% | 457 |
|
|
2023
Q4 | $410K | Buy |
705
+65
| +10% | +$37.8K | 0.03% | 472 |
|
|
2023
Q3 | $293K | Buy |
640
+3
| +0.5% | +$1.38K | 0.02% | 524 |
|
|
2023
Q2 | $309K | Sell |
637
-323
| -34% | -$157K | 0.02% | 515 |
|
|
2023
Q1 | $383K | Buy |
960
+413
| +76% | +$165K | 0.03% | 478 |
|
|
2022
Q4 | $206K | Buy |
+547
| New | +$206K | 0.02% | 678 |
|
|
2021
Q3 | – | Sell |
-895
| Closed | -$290K | – | 760 |
|
|
2021
Q2 | $290K | Sell |
895
-2,480
| -73% | -$804K | 0.02% | 608 |
|
|
2021
Q1 | $1.12M | Buy |
+3,375
| New | +$1.12M | 0.08% | 282 |
|