Kelly Financial Services’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Hold |
303
| – | – | 0.08% | 99 |
|
|
2025
Q1 | $206K | Buy |
+303
| New | +$206K | 0.07% | 109 |
|
|
2024
Q4 | – | Sell |
-303
| Closed | -$234K | – | 121 |
|
|
2024
Q3 | $234K | Hold |
303
| – | – | 0.09% | 103 |
|
|
2024
Q2 | $250K | Hold |
303
| – | – | 0.09% | 94 |
|
|
2024
Q1 | $211K | Hold |
303
| – | – | 0.08% | 103 |
|
|
2023
Q4 | $176K | Hold |
303
| – | – | 0.07% | 104 |
|
|
2023
Q3 | $139K | Hold |
303
| – | – | 0.06% | 102 |
|
|
2023
Q2 | $147K | Hold |
303
| – | – | 0.07% | 98 |
|
|
2023
Q1 | $121K | Hold |
303
| – | – | 0.06% | 106 |
|
|
2022
Q4 | $114K | Hold |
303
| – | – | 0.06% | 115 |
|
|
2022
Q3 | $91.6K | Hold |
303
| – | – | 0.05% | 115 |
|
|
2022
Q2 | $96.6K | Hold |
303
| – | – | 0.05% | 114 |
|
|
2022
Q1 | $111K | Hold |
303
| – | – | 0.05% | 119 |
|
|
2021
Q4 | $130K | Hold |
303
| – | – | 0.06% | 108 |
|
|
2021
Q3 | $101K | Sell |
303
-97,826
| -100% | -$32.7M | 0.06% | 108 |
|
|
2021
Q2 | $303K | Buy |
98,129
+97,826
| +32,286% | +$302K | 0.01% | 244 |
|
|
2021
Q1 | $100K | Hold |
303
| – | – | 0.06% | 85 |
|
|
2020
Q4 | $78.4K | Hold |
303
| – | – | 0.05% | 90 |
|
|
2020
Q3 | $58.6K | Hold |
303
| – | – | 0.04% | 88 |
|
|
2020
Q2 | $58.9K | Hold |
303
| – | – | 0.05% | 75 |
|
|
2020
Q1 | $43.5K | Hold |
303
| – | – | 0.05% | 84 |
|
|
2019
Q4 | $53.9K | Hold |
303
| – | – | 0.04% | 81 |
|
|
2019
Q3 | $48.3K | Hold |
303
| – | – | 0.04% | 83 |
|
|
2019
Q2 | $35.8K | Hold |
303
| – | – | 0.03% | 105 |
|
|
2019
Q1 | $36.1K | Buy |
+303
| New | +$36.1K | 0.04% | 101 |
|