Jones Financial Companies’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.37M | Buy |
3,787
+1,107
| +41% | +$985K | ﹤0.01% | 607 |
|
2025
Q1 | $1.81M | Buy |
2,680
+894
| +50% | +$602K | ﹤0.01% | 682 |
|
2024
Q4 | $1.13M | Buy |
1,786
+552
| +45% | +$348K | ﹤0.01% | 714 |
|
2024
Q3 | $965K | Buy |
1,234
+549
| +80% | +$429K | ﹤0.01% | 621 |
|
2024
Q2 | $565K | Buy |
685
+591
| +629% | +$487K | ﹤0.01% | 529 |
|
2024
Q1 | $65.7K | Buy |
94
+30
| +47% | +$21K | ﹤0.01% | 683 |
|
2023
Q4 | $37.2K | Buy |
64
+61
| +2,033% | +$35.5K | ﹤0.01% | 513 |
|
2023
Q3 | $1.38K | Buy |
+3
| New | +$1.38K | ﹤0.01% | 602 |
|
2023
Q1 | – | Sell |
-1
| Closed | – | – | 676 |
|
2022
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 749 |
|
2022
Q1 | – | Sell |
-28
| Closed | -$12K | – | 773 |
|
2021
Q4 | $12K | Buy |
+28
| New | +$12K | ﹤0.01% | 534 |
|
2021
Q2 | – | Sell |
-105
| Closed | -$35K | – | 720 |
|
2021
Q1 | $35K | Buy |
+105
| New | +$35K | ﹤0.01% | 397 |
|
2013
Q4 | – | Sell |
-450
| Closed | -$27K | – | 399 |
|
2013
Q3 | $27K | Hold |
450
| – | – | ﹤0.01% | 387 |
|
2013
Q2 | $25K | Buy |
+450
| New | +$25K | ﹤0.01% | 425 |
|