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Legacy Financial Advisors’s Clorox CLX Stock Holding History

Legacy Financial Advisors’s Portfolio CLX Stock Details CLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,500
Closed -$515K – 354
2025
Q1 		$515K Sell
3,500
-100
-3% -$15.3K 0.09% 189
2024
Q4 		$585K Sell
3,600
-888
-20% -$145K 0.1% 172
2024
Q3 		$731K Buy
4,488
+23
+0.5% +$3.41K 0.12% 147
2024
Q2 		$609K Buy
4,465
+7
+0.2% +$972 0.11% 160
2024
Q1 		$683K Buy
4,458
+173
+4% +$25.8K 0.12% 139
2023
Q4 		$611K Buy
4,285
+275
+7% +$36.7K 0.12% 136
2023
Q3 		$526K Buy
4,010
+78
+2% +$11.9K 0.11% 129
2023
Q2 		$625K Buy
3,932
+221
+6% +$35.6K 0.12% 106
2023
Q1 		$587K Buy
3,711
+261
+8% +$39.1K 0.12% 106
2022
Q4 		$484K Buy
3,450
+177
+5% +$25.1K 0.1% 116
2022
Q3 		$420K Buy
3,273
+180
+6% +$26K 0.1% 113
2022
Q2 		$436K Buy
3,093
+531
+21% +$75.9K 0.11% 102
2022
Q1 		$356K Buy
2,562
+961
+60% +$147K 0.08% 145
2021
Q4 		$279K Buy
1,601
+368
+30% +$61.3K 0.06% 152
2021
Q3 		$204K Buy
1,233
+65
+6% +$11.2K 0.05% 177
2021
Q2 		$210K Sell
1,168
-309
-21% -$56.4K 0.05% 163
2021
Q1 		$285K Buy
1,477
+102
+7% +$19.6K 0.08% 117
2020
Q4 		$277K Buy
1,375
+7
+0.5% +$1.45K 0.08% 104
2020
Q3 		$288K Buy
+1,368
New +$305K 0.09% 87
2019
Q2 		– Sell
-415
Closed -$67K – 266
2019
Q1 		$67K Buy
415
+140
+51% +$21.7K 0.02% 228
2018
Q4 		$42K Sell
275
-125
-31% -$19.5K 0.02% 270
2018
Q3 		$60K Hold
400
– – 0.02% 228
2018
Q2 		$54K Hold
400
– – 0.02% 242
2018
Q1 		$50K Hold
400
– – 0.02% 246
2017
Q4 		$59K Buy
+400
New +$54.4K 0.02% 220

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Legacy Financial Advisors's CLX Position: Q2 2025 in Review

Legacy Financial Advisors sold out of Clorox (CLX) in Q2 2025, closing a stake of 3,500 shares — an estimated $515K sold.

Legacy Financial Advisors first reported a position in CLX in Q4 2017 and held it in 25 quarters. The position peaked at $731K in Q3 2024. 1,125 funds tracked by Wall St. Rank hold CLX as of Q2 2025.

  • Legacy Financial Advisors reported no remaining Clorox position as of Q2 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 3,500 Clorox shares in Q2 2025, an estimated $515K.
  • Legacy Financial Advisors first reported a position in Clorox in Q4 2017 and held it in 25 quarters.
  • Legacy Financial Advisors's Clorox position peaked at $731K in Q3 2024.
  • 1,125 funds tracked by Wall St. Rank held Clorox as of Q2 2025.

Based on Legacy Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.