Soltis Investment Advisors’s KLX Energy Services KLXE Stock Holding History

Soltis Investment Advisors’s Portfolio KLXE Stock Details KLXE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-34,516	Closed	-$172K	–	380
2024 Q4	$172K	Hold	34,516	–	–	0.02%	359
2024 Q3	$189K	Hold	34,516	–	–	0.02%	350
2024 Q2	$171K	Hold	34,516	–	–	0.02%	322
2024 Q1	$267K	Hold	34,516	–	–	0.03%	259
2023 Q4	$389K	Hold	34,516	–	–	0.04%	211
2023 Q3	$409K	Hold	34,516	–	–	0.05%	183
2023 Q2	$336K	Hold	34,516	–	–	0.04%	208
2023 Q1	$402K	Hold	34,516	–	–	0.05%	182
2022 Q4	$597K	Sell	34,516 -603	-2%	-$8.49K	0.08%	156
2022 Q3	$289K	Hold	35,119	–	–	0.04%	191
2022 Q2	$152K	Hold	35,119	–	–	0.02%	232
2022 Q1	$182K	Hold	35,119	–	–	0.03%	245
2021 Q4	$109K	Hold	35,119	–	–	0.02%	254
2021 Q3	$167K	Hold	35,119	–	–	0.03%	233
2021 Q2	$335K	Buy	+35,119	New	+$398K	0.05%	190

Other funds holding KLXE

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Trexquant Investment Stamford, Connecticut $17B AUM 39.66% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Soltis Investment Advisors's KLXE Position: Q1 2025 in Review

Soltis Investment Advisors sold out of KLX Energy Services (KLXE) in Q1 2025, closing a stake of 34,516 shares — an estimated $172K sold.

Soltis Investment Advisors first reported a position in KLXE in Q2 2021 and held it in 15 quarters. The position peaked at $597K in Q4 2022. 57 funds tracked by Wall St. Rank hold KLXE as of Q1 2025.

Soltis Investment Advisors reported no remaining KLX Energy Services position as of Q1 2025 after selling out during the quarter.
Soltis Investment Advisors sold 34,516 KLX Energy Services shares in Q1 2025, an estimated $172K.
Soltis Investment Advisors first reported a position in KLX Energy Services in Q2 2021 and held it in 15 quarters.
Soltis Investment Advisors's KLX Energy Services position peaked at $597K in Q4 2022.
57 funds tracked by Wall St. Rank held KLX Energy Services as of Q1 2025.

Based on Soltis Investment Advisors's 13F filing for Q1 2025, filed 13 May 2025.