SFSG
Sound Financial Strategies Group’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $584K | Buy |
4,866
+3,469
| +248% | +$417K | 0.49% | 79 |
|
|
2025
Q1 | $206K | Buy |
1,397
+8
| +0.6% | +$1.18K | 0.18% | 93 |
|
|
2024
Q4 | $226K | Sell |
1,389
-6
| -0.4% | -$974 | 0.19% | 81 |
|
|
2024
Q3 | $227K | Sell |
1,395
-77
| -5% | -$12.5K | 0.18% | 80 |
|
|
2024
Q2 | $201K | Sell |
1,472
-2,988
| -67% | -$408K | 0.17% | 83 |
|
|
2024
Q1 | $683K | Sell |
4,460
-285
| -6% | -$43.6K | 0.57% | 23 |
|
|
2023
Q4 | $677K | Sell |
4,745
-1,063
| -18% | -$152K | 0.57% | 14 |
|
|
2023
Q3 | $761K | Sell |
5,808
-352
| -6% | -$46.1K | 0.63% | 49 |
|
|
2023
Q2 | $980K | Sell |
6,160
-611
| -9% | -$97.2K | 0.72% | 31 |
|
|
2023
Q1 | $1.07M | Buy |
6,771
+2,395
| +55% | +$379K | 0.71% | 18 |
|
|
2022
Q4 | $614K | Buy |
+4,376
| New | +$614K | 0.45% | 47 |
|
|
2021
Q1 | – | Sell |
-3,137
| Closed | -$633K | – | 88 |
|
|
2020
Q4 | $633K | Buy |
3,137
+655
| +26% | +$132K | 0.35% | 37 |
|
|
2020
Q3 | $522K | Sell |
2,482
-42
| -2% | -$8.83K | 0.33% | 34 |
|
|
2020
Q2 | $554K | Sell |
2,524
-85
| -3% | -$18.7K | 0.36% | 27 |
|
|
2020
Q1 | $452K | Sell |
2,609
-5,880
| -69% | -$1.02M | 0.31% | 27 |
|
|
2019
Q4 | $1.3M | Buy |
+8,489
| New | +$1.3M | 0.83% | 41 |
|