Greystone Financial Group’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Buy |
1,670
+3
| +0.2% | +$2.69K | 0.25% | 55 |
|
|
2025
Q1 | $1.13M | Buy |
1,667
+266
| +19% | +$181K | 0.21% | 63 |
|
|
2024
Q4 | $883K | Buy |
1,401
+195
| +16% | +$123K | 0.15% | 68 |
|
|
2024
Q3 | $934K | Buy |
1,206
+18
| +2% | +$13.9K | 0.17% | 68 |
|
|
2024
Q2 | $980K | Buy |
1,188
+15
| +1% | +$12.4K | 0.19% | 62 |
|
|
2024
Q1 | $819K | Buy |
1,173
+16
| +1% | +$11.2K | 0.16% | 67 |
|
|
2023
Q4 | $673K | Sell |
1,157
-194
| -14% | -$113K | 0.16% | 74 |
|
|
2023
Q3 | $620K | Sell |
1,351
-150
| -10% | -$68.8K | 0.15% | 73 |
|
|
2023
Q2 | $728K | Sell |
1,501
-506
| -25% | -$245K | 0.17% | 70 |
|
|
2023
Q1 | $801K | Sell |
2,007
-15
| -0.7% | -$5.99K | 0.2% | 57 |
|
|
2022
Q4 | $762K | Buy |
+2,022
| New | +$762K | 0.22% | 55 |
|
|
2022
Q3 | – | Sell |
-21,969
| Closed | -$7.01M | – | 77 |
|
|
2022
Q2 | $7.01M | Buy |
21,969
+1,111
| +5% | +$355K | 2.19% | 28 |
|
|
2022
Q1 | $7.64M | Buy |
20,858
+873
| +4% | +$320K | 1.93% | 31 |
|
|
2021
Q4 | $8.6M | Buy |
19,985
+4,863
| +32% | +$2.09M | 2.06% | 14 |
|
|
2021
Q3 | $5.06M | Sell |
15,122
-5,960
| -28% | -$1.99M | 1.5% | 40 |
|
|
2021
Q2 | $6.84M | Buy |
21,082
+221
| +1% | +$71.7K | 1.7% | 33 |
|
|
2021
Q1 | $6.26M | Buy |
+20,861
| New | +$6.26M | 1.57% | 39 |
|