Soltis Investment Advisors’s KLX Energy Services KLXE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-34,516
| Closed | -$172K | – | 379 |
|
|
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% | 321 |
|
|
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% | -$10.4K | 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% | 244 |
|
|
2021
Q4 | $109K | Hold |
35,119
| – | – | 0.02% | 251 |
|
|
2021
Q3 | $167K | Hold |
35,119
| – | – | 0.03% | 232 |
|
|
2021
Q2 | $335K | Buy |
+35,119
| New | +$335K | 0.05% | 190 |
|