SFA
Sequoia Financial Advisors’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $541K | Buy |
4,503
+263
| +6% | +$31.6K | ﹤0.01% | 950 |
|
|
2025
Q1 | $624K | Sell |
4,240
-384
| -8% | -$56.5K | ﹤0.01% | 768 |
|
|
2024
Q4 | $751K | Buy |
4,624
+396
| +9% | +$64.3K | 0.01% | 669 |
|
|
2024
Q3 | $689K | Buy |
4,228
+102
| +2% | +$16.6K | 0.01% | 650 |
|
|
2024
Q2 | $563K | Sell |
4,126
-163
| -4% | -$22.2K | 0.01% | 649 |
|
|
2024
Q1 | $657K | Sell |
4,289
-788
| -16% | -$121K | 0.01% | 595 |
|
|
2023
Q4 | $724K | Sell |
5,077
-2,916
| -36% | -$416K | 0.01% | 626 |
|
|
2023
Q3 | $1.05M | Buy |
7,993
+20
| +0.3% | +$2.62K | 0.02% | 326 |
|
|
2023
Q2 | $1.27M | Buy |
7,973
+58
| +0.7% | +$9.22K | 0.02% | 308 |
|
|
2023
Q1 | $1.25M | Sell |
7,915
-53,069
| -87% | -$8.4M | 0.03% | 276 |
|
|
2022
Q4 | $8.56M | Buy |
60,984
+23,142
| +61% | +$3.25M | 0.21% | 100 |
|
|
2022
Q3 | $4.86M | Buy |
37,842
+5,306
| +16% | +$681K | 0.15% | 118 |
|
|
2022
Q2 | $4.59M | Buy |
32,536
+28,500
| +706% | +$4.02M | 0.13% | 125 |
|
|
2022
Q1 | $561K | Sell |
4,036
-294
| -7% | -$40.9K | 0.01% | 329 |
|
|
2021
Q4 | $755K | Buy |
4,330
+660
| +18% | +$115K | 0.02% | 264 |
|
|
2021
Q3 | $608K | Buy |
3,670
+334
| +10% | +$55.3K | 0.06% | 135 |
|
|
2021
Q2 | $600K | Buy |
3,336
+72
| +2% | +$13K | 0.02% | 252 |
|
|
2021
Q1 | $630K | Buy |
3,264
+159
| +5% | +$30.7K | 0.03% | 229 |
|
|
2020
Q4 | $627K | Sell |
3,105
-50
| -2% | -$10.1K | 0.03% | 219 |
|
|
2020
Q3 | $663K | Sell |
3,155
-15
| -0.5% | -$3.15K | 0.04% | 198 |
|
|
2020
Q2 | $695K | Sell |
3,170
-4
| -0.1% | -$877 | 0.04% | 186 |
|
|
2020
Q1 | $550K | Sell |
3,174
-276
| -8% | -$47.8K | 0.04% | 183 |
|
|
2019
Q4 | $530K | Buy |
3,450
+4
| +0.1% | +$614 | 0.03% | 210 |
|
|
2019
Q3 | $523K | Sell |
3,446
-55
| -2% | -$8.35K | 0.04% | 191 |
|
|
2019
Q2 | $536K | Sell |
3,501
-299
| -8% | -$45.8K | 0.04% | 181 |
|
|
2019
Q1 | $610K | Buy |
3,800
+159
| +4% | +$25.5K | 0.05% | 164 |
|
|
2018
Q4 | $561K | Hold |
3,641
| – | – | 0.06% | 134 |
|
|
2018
Q3 | $548K | Hold |
3,641
| – | – | 0.05% | 151 |
|
|
2018
Q2 | $492K | Hold |
3,641
| – | – | 0.05% | 159 |
|
|
2018
Q1 | $485K | Sell |
3,641
-1
| -0% | -$133 | 0.05% | 163 |
|
|
2017
Q4 | $542K | Buy |
3,642
+100
| +3% | +$14.9K | 0.06% | 156 |
|
|
2017
Q3 | $467K | Buy |
3,542
+1
| +0% | +$132 | 0.06% | 158 |
|
|
2017
Q2 | $472K | Hold |
3,541
| – | – | 0.06% | 154 |
|
|
2017
Q1 | $477K | Hold |
3,541
| – | – | 0.06% | 144 |
|
|
2016
Q4 | $425K | Buy |
3,541
+700
| +25% | +$84K | 0.06% | 151 |
|
|
2016
Q3 | $356K | Hold |
2,841
| – | – | 0.07% | 149 |
|
|
2016
Q2 | $393K | Hold |
2,841
| – | – | 0.11% | 134 |
|
|
2016
Q1 | $358K | Hold |
2,841
| – | – | 0.12% | 121 |
|
|
2015
Q4 | $360K | Hold |
2,841
| – | – | 0.15% | 107 |
|
|
2015
Q3 | $328K | Hold |
2,841
| – | – | 0.14% | 113 |
|
|
2015
Q2 | $296K | Buy |
2,841
+571
| +25% | +$59.5K | 0.13% | 137 |
|
|
2015
Q1 | $251K | Buy |
+2,270
| New | +$251K | 0.12% | 151 |
|