LFA
Legacy Financial Advisors’s Clorox CLX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-3,500
| Closed | -$515K | – | 354 |
|
2025
Q1 | $515K | Sell |
3,500
-100
| -3% | -$14.7K | 0.09% | 189 |
|
2024
Q4 | $585K | Sell |
3,600
-888
| -20% | -$144K | 0.1% | 172 |
|
2024
Q3 | $731K | Buy |
4,488
+23
| +0.5% | +$3.75K | 0.12% | 147 |
|
2024
Q2 | $609K | Buy |
4,465
+7
| +0.2% | +$955 | 0.11% | 160 |
|
2024
Q1 | $683K | Buy |
4,458
+173
| +4% | +$26.5K | 0.12% | 139 |
|
2023
Q4 | $611K | Buy |
4,285
+275
| +7% | +$39.2K | 0.12% | 136 |
|
2023
Q3 | $526K | Buy |
4,010
+78
| +2% | +$10.2K | 0.11% | 129 |
|
2023
Q2 | $625K | Buy |
3,932
+221
| +6% | +$35.1K | 0.12% | 106 |
|
2023
Q1 | $587K | Buy |
3,711
+261
| +8% | +$41.3K | 0.12% | 106 |
|
2022
Q4 | $484K | Buy |
3,450
+177
| +5% | +$24.8K | 0.1% | 116 |
|
2022
Q3 | $420K | Buy |
3,273
+180
| +6% | +$23.1K | 0.1% | 113 |
|
2022
Q2 | $436K | Buy |
3,093
+531
| +21% | +$74.9K | 0.11% | 102 |
|
2022
Q1 | $356K | Buy |
2,562
+961
| +60% | +$134K | 0.08% | 145 |
|
2021
Q4 | $279K | Buy |
1,601
+368
| +30% | +$64.1K | 0.06% | 152 |
|
2021
Q3 | $204K | Buy |
1,233
+65
| +6% | +$10.8K | 0.05% | 177 |
|
2021
Q2 | $210K | Sell |
1,168
-309
| -21% | -$55.6K | 0.05% | 163 |
|
2021
Q1 | $285K | Buy |
1,477
+102
| +7% | +$19.7K | 0.08% | 117 |
|
2020
Q4 | $277K | Buy |
1,375
+7
| +0.5% | +$1.41K | 0.08% | 104 |
|
2020
Q3 | $288K | Buy |
+1,368
| New | +$288K | 0.09% | 87 |
|
2019
Q2 | – | Sell |
-415
| Closed | -$67K | – | 267 |
|
2019
Q1 | $67K | Buy |
415
+140
| +51% | +$22.6K | 0.02% | 228 |
|
2018
Q4 | $42K | Sell |
275
-125
| -31% | -$19.1K | 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 | +$59K | 0.02% | 220 |
|