Kestra Private Wealth 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 | $6.19M | Buy |
6,909
+1,232
| +22% | +$1.1M | 0.09% | 243 |
|
|
2025
Q1 | $3.86M | Sell |
5,677
-1,173
| -17% | -$797K | 0.06% | 299 |
|
|
2024
Q4 | $4.32M | Sell |
6,850
-1,836
| -21% | -$1.16M | 0.07% | 271 |
|
|
2024
Q3 | $6.73M | Buy |
8,686
+2,176
| +33% | +$1.69M | 0.12% | 181 |
|
|
2024
Q2 | $5.37M | Buy |
6,510
+14
| +0.2% | +$11.5K | 0.11% | 210 |
|
|
2024
Q1 | $4.54M | Sell |
6,496
-445
| -6% | -$311K | 0.1% | 219 |
|
|
2023
Q4 | $4.03M | Buy |
6,941
+86
| +1% | +$50K | 0.1% | 217 |
|
|
2023
Q3 | $3.14M | Buy |
6,855
+277
| +4% | +$127K | 0.1% | 229 |
|
|
2023
Q2 | $3.19M | Buy |
6,578
+1,422
| +28% | +$690K | 0.11% | 208 |
|
|
2023
Q1 | $2.06M | Sell |
5,156
-40
| -0.8% | -$16K | 0.08% | 266 |
|
|
2022
Q4 | $1.96M | Sell |
5,196
-226
| -4% | -$85.2K | 0.1% | 233 |
|
|
2022
Q3 | $1.64M | Buy |
5,422
+172
| +3% | +$52.1K | 0.1% | 238 |
|
|
2022
Q2 | $1.68M | Sell |
5,250
-35
| -0.7% | -$11.2K | 0.1% | 252 |
|
|
2022
Q1 | $1.94M | Sell |
5,285
-31
| -0.6% | -$11.4K | 0.1% | 229 |
|
|
2021
Q4 | $2.29M | Buy |
5,316
+73
| +1% | +$31.4K | 0.11% | 198 |
|
|
2021
Q3 | $1.75M | Buy |
5,243
+537
| +11% | +$180K | 0.1% | 233 |
|
|
2021
Q2 | $1.53M | Buy |
4,706
+92
| +2% | +$29.8K | 0.09% | 246 |
|
|
2021
Q1 | $1.52M | Buy |
4,614
+498
| +12% | +$164K | 0.11% | 214 |
|
|
2020
Q4 | $1.07M | Buy |
4,116
+256
| +7% | +$66.6K | 0.08% | 254 |
|
|
2020
Q3 | $748K | Buy |
+3,860
| New | +$748K | 0.06% | 302 |
|