Souders Financial Advisors’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $325K | Buy |
363
+14
| +4% | +$12.5K | 0.04% | 161 |
|
2025
Q1 | $237K | Sell |
349
-82
| -19% | -$55.8K | 0.03% | 169 |
|
2024
Q4 | $272K | Buy |
431
+18
| +4% | +$11.3K | 0.04% | 155 |
|
2024
Q3 | $320K | Buy |
413
+5
| +1% | +$3.87K | 0.04% | 140 |
|
2024
Q2 | $337K | Sell |
408
-7
| -2% | -$5.77K | 0.05% | 139 |
|
2024
Q1 | $290K | Buy |
415
+4
| +1% | +$2.8K | 0.05% | 145 |
|
2023
Q4 | $239K | Buy |
+411
| New | +$239K | 0.04% | 149 |
|
2023
Q2 | – | Sell |
-1,885
| Closed | -$752K | – | 151 |
|
2023
Q1 | $752K | Sell |
1,885
-35
| -2% | -$14K | 0.16% | 95 |
|
2022
Q4 | $724K | Sell |
1,920
-586
| -23% | -$221K | 0.17% | 96 |
|
2022
Q3 | $758K | Sell |
2,506
-141
| -5% | -$42.6K | 0.21% | 87 |
|
2022
Q2 | $845K | Sell |
2,647
-86
| -3% | -$27.5K | 0.24% | 76 |
|
2022
Q1 | $1M | Sell |
2,733
-42
| -2% | -$15.4K | 0.29% | 71 |
|
2021
Q4 | $1.19M | Buy |
2,775
+116
| +4% | +$49.9K | 0.34% | 66 |
|
2021
Q3 | $889K | Buy |
2,659
+52
| +2% | +$17.4K | 0.29% | 74 |
|
2021
Q2 | $845K | Sell |
2,607
-8
| -0.3% | -$2.59K | 0.28% | 75 |
|
2021
Q1 | $864K | Buy |
2,615
+243
| +10% | +$80.3K | 0.34% | 63 |
|
2020
Q4 | $614K | Buy |
2,372
+67
| +3% | +$17.3K | 0.27% | 73 |
|
2020
Q3 | $516K | Buy |
+2,305
| New | +$516K | 0.24% | 76 |
|