HBK Sorce Advisory’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $309K | Buy |
2,573
+31
| +1% | +$3.72K | 0.01% | 450 |
|
2025
Q1 | $374K | Sell |
2,542
-39
| -2% | -$5.74K | 0.01% | 397 |
|
2024
Q4 | $419K | Buy |
2,581
+14
| +0.5% | +$2.27K | 0.01% | 374 |
|
2024
Q3 | $418K | Buy |
2,567
+48
| +2% | +$7.82K | 0.01% | 378 |
|
2024
Q2 | $344K | Hold |
2,519
| – | – | 0.01% | 409 |
|
2024
Q1 | $386K | Buy |
2,519
+14
| +0.6% | +$2.14K | 0.01% | 397 |
|
2023
Q4 | $357K | Sell |
2,505
-989
| -28% | -$141K | 0.01% | 381 |
|
2023
Q3 | $458K | Sell |
3,494
-13
| -0.4% | -$1.7K | 0.02% | 324 |
|
2023
Q2 | $558K | Sell |
3,507
-177
| -5% | -$28.2K | 0.02% | 304 |
|
2023
Q1 | $583K | Sell |
3,684
-5,146
| -58% | -$814K | 0.03% | 294 |
|
2022
Q4 | $1.24M | Buy |
8,830
+4,193
| +90% | +$588K | 0.03% | 251 |
|
2022
Q3 | $595K | Buy |
4,637
+2,471
| +114% | +$317K | 0.04% | 238 |
|
2022
Q2 | $305K | Sell |
2,166
-1,886
| -47% | -$266K | 0.02% | 332 |
|
2022
Q1 | $563K | Buy |
4,052
+218
| +6% | +$30.3K | 0.03% | 287 |
|
2021
Q4 | $668K | Sell |
3,834
-1,057
| -22% | -$184K | 0.03% | 279 |
|
2021
Q3 | $811K | Buy |
4,891
+10
| +0.2% | +$1.66K | 0.04% | 234 |
|
2021
Q2 | $879K | Sell |
4,881
-46
| -0.9% | -$8.28K | 0.05% | 219 |
|
2021
Q1 | $950K | Sell |
4,927
-805
| -14% | -$155K | 0.06% | 193 |
|
2020
Q4 | $1.16M | Sell |
5,732
-842
| -13% | -$170K | 0.07% | 176 |
|
2020
Q3 | $1.38M | Buy |
6,574
+598
| +10% | +$126K | 0.1% | 135 |
|
2020
Q2 | $1.31M | Buy |
5,976
+1,954
| +49% | +$429K | 0.1% | 133 |
|
2020
Q1 | $697K | Buy |
4,022
+787
| +24% | +$136K | 0.07% | 174 |
|
2019
Q4 | $497K | Sell |
3,235
-65
| -2% | -$9.99K | 0.04% | 267 |
|
2019
Q3 | $501K | Hold |
3,300
| – | – | 0.05% | 248 |
|
2019
Q2 | $505K | Hold |
3,300
| – | – | 0.05% | 246 |
|
2019
Q1 | $530K | Sell |
3,300
-39
| -1% | -$6.26K | 0.05% | 236 |
|
2018
Q4 | $515K | Hold |
3,339
| – | – | 0.06% | 219 |
|
2018
Q3 | $502K | Sell |
3,339
-727
| -18% | -$109K | 0.06% | 220 |
|
2018
Q2 | $550K | Sell |
4,066
-62
| -2% | -$8.39K | 0.06% | 213 |
|
2018
Q1 | $549K | Buy |
4,128
+4
| +0.1% | +$532 | 0.07% | 195 |
|
2017
Q4 | $613K | Buy |
4,124
+874
| +27% | +$130K | 0.07% | 195 |
|
2017
Q3 | $429K | Buy |
3,250
+73
| +2% | +$9.64K | 0.06% | 193 |
|
2017
Q2 | $423K | Buy |
+3,177
| New | +$423K | 0.07% | 190 |
|
2017
Q1 | – | Sell |
-3,232
| Closed | -$388K | – | 186 |
|
2016
Q4 | $388K | Buy |
3,232
+50
| +2% | +$6K | 0.07% | 189 |
|
2016
Q3 | $398K | Sell |
3,182
-17
| -0.5% | -$2.13K | 0.08% | 175 |
|
2016
Q2 | $443K | Sell |
3,199
-8
| -0.2% | -$1.11K | 0.09% | 157 |
|
2016
Q1 | $404K | Buy |
3,207
+727
| +29% | +$91.6K | 0.1% | 150 |
|
2015
Q4 | $315K | Hold |
2,480
| – | – | 0.08% | 161 |
|
2015
Q3 | $287K | Hold |
2,480
| – | – | 0.09% | 146 |
|
2015
Q2 | $258K | Buy |
2,480
+20
| +0.8% | +$2.08K | 0.09% | 158 |
|
2015
Q1 | $272K | Hold |
2,460
| – | – | 0.09% | 120 |
|
2014
Q4 | $256K | Sell |
2,460
-21
| -0.8% | -$2.19K | 0.09% | 156 |
|
2014
Q3 | $238K | Hold |
2,481
| – | – | 0.09% | 156 |
|
2014
Q2 | $227K | Sell |
2,481
-100
| -4% | -$9.15K | 0.08% | 168 |
|
2014
Q1 | $227K | Buy |
+2,581
| New | +$227K | 0.08% | 165 |
|