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Souders Financial Advisors’s Clorox CLX Stock Holding History

Souders Financial Advisors’s Portfolio CLX Stock Details CLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,080
Closed -$216K – 229
2026
Q1 		$216K Sell
2,080
-1,013
-33% -$115K 0.02% 208
2025
Q4 		$312K Sell
3,093
-35
-1% -$3.8K 0.04% 177
2025
Q3 		$386K Buy
3,128
+212
+7% +$26.3K 0.05% 152
2025
Q2 		$350K Sell
2,916
-51
-2% -$6.8K 0.04% 154
2025
Q1 		$437K Sell
2,967
-65
-2% -$9.93K 0.06% 138
2024
Q4 		$492K Hold
3,032
– – 0.07% 127
2024
Q3 		$494K Buy
3,032
+1
+0% +$148 0.07% 125
2024
Q2 		$414K Buy
3,031
+10
+0.3% +$1.39K 0.06% 129
2024
Q1 		$463K Hold
3,021
– – 0.07% 126
2023
Q4 		$431K Sell
3,021
-9
-0.3% -$1.2K 0.07% 124
2023
Q3 		$397K Buy
3,030
+1
+0% +$152 0.08% 126
2023
Q2 		$482K Buy
3,029
+93
+3% +$15K 0.09% 119
2023
Q1 		$465K Buy
2,936
+1
+0% +$150 0.1% 115
2022
Q4 		$412K Sell
2,935
-51
-2% -$7.24K 0.09% 124
2022
Q3 		$383K Buy
2,986
+63
+2% +$9.09K 0.1% 121
2022
Q2 		$412K Hold
2,923
– – 0.12% 107
2022
Q1 		$406K Buy
2,923
+1
+0% +$153 0.12% 112
2021
Q4 		$509K Sell
2,922
-340
-10% -$56.7K 0.15% 103
2021
Q3 		$540K Buy
3,262
+340
+12% +$58.6K 0.17% 100
2021
Q2 		$526K Hold
2,922
– – 0.18% 96
2021
Q1 		$564K Sell
2,922
-169
-5% -$32.5K 0.22% 80
2020
Q4 		$624K Hold
3,091
– – 0.27% 71
2020
Q3 		$612K Sell
3,091
-3
-0.1% -$668 0.29% 68
2020
Q2 		$679K Hold
3,094
– – 0.39% 60
2020
Q1 		$536K Buy
+3,094
New +$511K 0.47% 52

Other funds holding CLX

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Souders Financial Advisors's CLX Position: Q2 2026 in Review

Souders Financial Advisors sold out of Clorox (CLX) in Q2 2026, closing a stake of 2,080 shares — an estimated $216K sold.

Souders Financial Advisors first reported a position in CLX in Q1 2020 and held it in 25 quarters. The position peaked at $679K in Q2 2020. 548 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • Souders Financial Advisors reported no remaining Clorox position as of Q2 2026 after selling out during the quarter.
  • Souders Financial Advisors sold 2,080 Clorox shares in Q2 2026, an estimated $216K.
  • Souders Financial Advisors first reported a position in Clorox in Q1 2020 and held it in 25 quarters.
  • Souders Financial Advisors's Clorox position peaked at $679K in Q2 2020.
  • 548 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.