Regal Investment Advisors’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $727K | Buy |
812
+93
| +13% | +$83.3K | 0.05% | 286 |
|
|
2025
Q1 | $489K | Buy |
719
+44
| +7% | +$29.9K | 0.04% | 331 |
|
|
2024
Q4 | $425K | Sell |
675
-111
| -14% | -$70K | 0.03% | 349 |
|
|
2024
Q3 | $609K | Buy |
786
+85
| +12% | +$65.8K | 0.04% | 316 |
|
|
2024
Q2 | $578K | Sell |
701
-80
| -10% | -$66K | 0.04% | 327 |
|
|
2024
Q1 | $546K | Buy |
781
+10
| +1% | +$6.99K | 0.04% | 340 |
|
|
2023
Q4 | $448K | Buy |
771
+53
| +7% | +$30.8K | 0.03% | 348 |
|
|
2023
Q3 | $329K | Sell |
718
-220
| -23% | -$101K | 0.03% | 372 |
|
|
2023
Q2 | $455K | Buy |
938
+155
| +20% | +$75.2K | 0.04% | 311 |
|
|
2023
Q1 | $313K | Sell |
783
-139
| -15% | -$55.5K | 0.03% | 381 |
|
|
2022
Q4 | $348K | Sell |
922
-229
| -20% | -$86.4K | 0.03% | 350 |
|
|
2022
Q3 | $348K | Buy |
1,151
+346
| +43% | +$105K | 0.04% | 328 |
|
|
2022
Q2 | $257K | Buy |
805
+31
| +4% | +$9.9K | 0.03% | 404 |
|
|
2022
Q1 | $283K | Buy |
774
+76
| +11% | +$27.8K | 0.03% | 422 |
|
|
2021
Q4 | $300K | Buy |
+698
| New | +$300K | 0.03% | 428 |
|