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