SFA
Sequoia Financial Advisors’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74M | Buy |
3,056
+128
| +4% | +$115K | 0.02% | 399 |
|
|
2025
Q1 | $1.99M | Buy |
2,928
+267
| +10% | +$181K | 0.02% | 437 |
|
|
2024
Q4 | $1.68M | Buy |
2,661
+603
| +29% | +$380K | 0.02% | 451 |
|
|
2024
Q3 | $1.59M | Buy |
2,058
+307
| +18% | +$238K | 0.02% | 426 |
|
|
2024
Q2 | $1.44M | Buy |
1,751
+1
| +0.1% | +$825 | 0.02% | 402 |
|
|
2024
Q1 | $1.22M | Sell |
1,750
-1,059
| -38% | -$740K | 0.02% | 430 |
|
|
2023
Q4 | $1.63M | Buy |
2,809
+1,103
| +65% | +$641K | 0.02% | 406 |
|
|
2023
Q3 | $782K | Buy |
1,706
+111
| +7% | +$50.9K | 0.01% | 396 |
|
|
2023
Q2 | $774K | Buy |
1,595
+329
| +26% | +$160K | 0.01% | 401 |
|
|
2023
Q1 | $505K | Buy |
1,266
+3
| +0.2% | +$1.2K | 0.01% | 455 |
|
|
2022
Q4 | $476K | Buy |
1,263
+239
| +23% | +$90.1K | 0.01% | 444 |
|
|
2022
Q3 | $310K | Sell |
1,024
-125
| -11% | -$37.8K | 0.01% | 379 |
|
|
2022
Q2 | $367K | Buy |
1,149
+225
| +24% | +$71.9K | 0.01% | 394 |
|
|
2022
Q1 | $338K | Buy |
924
+229
| +33% | +$83.8K | 0.01% | 464 |
|
|
2021
Q4 | $299K | Buy |
+695
| New | +$299K | 0.01% | 443 |
|
|
2020
Q1 | – | Sell |
-4,975
| Closed | -$886K | – | 387 |
|
|
2019
Q4 | $886K | Sell |
4,975
-107
| -2% | -$19.1K | 0.06% | 153 |
|
|
2019
Q3 | $810K | Buy |
5,082
+986
| +24% | +$157K | 0.06% | 141 |
|
|
2019
Q2 | $484K | Sell |
4,096
-597
| -13% | -$70.5K | 0.04% | 195 |
|
|
2019
Q1 | $560K | Buy |
+4,693
| New | +$560K | 0.05% | 168 |
|