Goldstone Financial Group’s Clorox CLX Stock Holding History

Goldstone Financial Group’s Portfolio CLX Stock Details CLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,349	Closed	-$219K	–	207
2024 Q4	$219K	Buy	1,349 +17	+1%	+$2.78K	0.03%	191
2024 Q3	$217K	Buy	+1,332	New	+$197K	0.04%	181
2024 Q2	–	Sell	-1,332	Closed	-$204K	–	180
2024 Q1	$204K	Buy	+1,332	New	+$199K	0.05%	162
2023 Q3	–	Sell	-2,626	Closed	-$418K	–	155
2023 Q2	$418K	Hold	2,626	–	–	0.12%	101
2023 Q1	$416K	Buy	+2,626	New	+$394K	0.14%	93

Other funds holding CLX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldstone Financial Group's CLX Position: Q1 2025 in Review

Goldstone Financial Group sold out of Clorox (CLX) in Q1 2025, closing a stake of 1,349 shares — an estimated $219K sold.

Goldstone Financial Group first reported a position in CLX in Q1 2023 and held it in 5 quarters. The position peaked at $418K in Q2 2023. 1,186 funds tracked by Wall St. Rank hold CLX as of Q1 2025.

Goldstone Financial Group reported no remaining Clorox position as of Q1 2025 after selling out during the quarter.
Goldstone Financial Group sold 1,349 Clorox shares in Q1 2025, an estimated $219K.
Goldstone Financial Group first reported a position in Clorox in Q1 2023 and held it in 5 quarters.
Goldstone Financial Group's Clorox position peaked at $418K in Q2 2023.
1,186 funds tracked by Wall St. Rank held Clorox as of Q1 2025.

Based on Goldstone Financial Group's 13F filing for Q1 2025, filed 16 Apr 2025.