Montecito Bank & Trust’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,310
| Closed | -$213K | – | 281 |
|
|
2024
Q4 | $213K | Hold |
1,310
| – | – | 0.04% | 269 |
|
|
2024
Q3 | $213K | Buy |
+1,310
| New | +$213K | 0.04% | 271 |
|
|
2024
Q2 | – | Sell |
-1,310
| Closed | -$201K | – | 260 |
|
|
2024
Q1 | $201K | Buy |
+1,310
| New | +$201K | 0.04% | 260 |
|
|
2023
Q3 | – | Sell |
-1,310
| Closed | -$208K | – | 242 |
|
|
2023
Q2 | $208K | Hold |
1,310
| – | – | 0.05% | 226 |
|
|
2023
Q1 | $207K | Buy |
+1,310
| New | +$207K | 0.05% | 227 |
|
|
2022
Q2 | – | Sell |
-2,040
| Closed | -$283K | – | 241 |
|
|
2022
Q1 | $283K | Hold |
2,040
| – | – | 0.05% | 232 |
|
|
2021
Q4 | $356K | Hold |
2,040
| – | – | 0.06% | 219 |
|
|
2021
Q3 | $338K | Hold |
2,040
| – | – | 0.07% | 211 |
|
|
2021
Q2 | $367K | Sell |
2,040
-670
| -25% | -$121K | 0.07% | 203 |
|
|
2021
Q1 | $523K | Sell |
2,710
-7,700
| -74% | -$1.49M | 0.11% | 165 |
|
|
2020
Q4 | $2.1M | Buy |
10,410
+748
| +8% | +$151K | 0.46% | 54 |
|
|
2020
Q3 | $2.03M | Buy |
9,662
+3,612
| +60% | +$759K | 0.52% | 49 |
|
|
2020
Q2 | $1.33M | Buy |
6,050
+2,375
| +65% | +$521K | 0.36% | 70 |
|
|
2020
Q1 | $637K | Buy |
3,675
+1,300
| +55% | +$225K | 0.21% | 96 |
|
|
2019
Q4 | $365K | Sell |
2,375
-1,637
| -41% | -$252K | 0.1% | 167 |
|
|
2019
Q3 | $609K | Sell |
4,012
-700
| -15% | -$106K | 0.18% | 109 |
|
|
2019
Q2 | $721K | Sell |
4,712
-500
| -10% | -$76.5K | 0.22% | 101 |
|
|
2019
Q1 | $836K | Buy |
5,212
+1,009
| +24% | +$162K | 0.26% | 89 |
|
|
2018
Q4 | $648K | Buy |
4,203
+371
| +10% | +$57.2K | 0.22% | 100 |
|
|
2018
Q3 | $576K | Buy |
+3,832
| New | +$576K | 0.17% | 118 |
|
|
2018
Q1 | – | Sell |
-1,536
| Closed | -$228K | – | 182 |
|
|
2017
Q4 | $228K | Hold |
1,536
| – | – | 0.07% | 168 |
|
|
2017
Q3 | $203K | Sell |
1,536
-325
| -17% | -$43K | 0.07% | 170 |
|
|
2017
Q2 | $248K | Sell |
1,861
-458
| -20% | -$61K | 0.09% | 161 |
|
|
2017
Q1 | $313K | Sell |
2,319
-943
| -29% | -$127K | 0.11% | 139 |
|
|
2016
Q4 | $392K | Sell |
3,262
-229
| -7% | -$27.5K | 0.14% | 119 |
|
|
2016
Q3 | $437K | Buy |
3,491
+271
| +8% | +$33.9K | 0.18% | 111 |
|
|
2016
Q2 | $446K | Sell |
3,220
-349
| -10% | -$48.3K | 0.19% | 104 |
|
|
2016
Q1 | $450K | Buy |
+3,569
| New | +$450K | 0.2% | 91 |
|