LFA
Legacy Financial Advisors’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $537K | Sell |
599
-59
| -9% | -$52.9K | 0.08% | 192 |
|
|
2025
Q1 | $447K | Buy |
658
+110
| +20% | +$74.8K | 0.07% | 213 |
|
|
2024
Q4 | $345K | Sell |
548
-58
| -10% | -$36.6K | 0.06% | 254 |
|
|
2024
Q3 | $470K | Buy |
606
+8
| +1% | +$6.2K | 0.08% | 208 |
|
|
2024
Q2 | $493K | Sell |
598
-12
| -2% | -$9.9K | 0.09% | 176 |
|
|
2024
Q1 | $426K | Sell |
610
-6
| -1% | -$4.19K | 0.08% | 196 |
|
|
2023
Q4 | $358K | Sell |
616
-33
| -5% | -$19.2K | 0.07% | 203 |
|
|
2023
Q3 | $298K | Buy |
649
+7
| +1% | +$3.21K | 0.06% | 201 |
|
|
2023
Q2 | $311K | Buy |
642
+27
| +4% | +$13.1K | 0.06% | 194 |
|
|
2023
Q1 | $246K | Sell |
615
-42
| -6% | -$16.8K | 0.05% | 215 |
|
|
2022
Q4 | $248K | Buy |
+657
| New | +$248K | 0.05% | 203 |
|
|
2019
Q2 | – | Sell |
-232
| Closed | -$28K | – | 536 |
|
|
2019
Q1 | $28K | Buy |
232
+21
| +10% | +$2.53K | 0.01% | 389 |
|
|
2018
Q4 | $19K | Buy |
211
+114
| +118% | +$10.3K | 0.01% | 424 |
|
|
2018
Q3 | $9K | Hold |
97
| – | – | ﹤0.01% | 550 |
|
|
2018
Q2 | $10K | Hold |
97
| – | – | ﹤0.01% | 526 |
|
|
2018
Q1 | $10K | Hold |
97
| – | – | ﹤0.01% | 476 |
|
|
2017
Q4 | $10K | Buy |
+97
| New | +$10K | ﹤0.01% | 479 |
|