Sowell Financial Services’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Buy |
2,724
+31
| +1% | +$27.8K | 0.1% | 208 |
|
|
2025
Q1 | $1.83M | Buy |
+2,693
| New | +$1.83M | 0.08% | 256 |
|
|
2023
Q2 | – | Sell |
-771
| Closed | -$308K | – | 701 |
|
|
2023
Q1 | $308K | Buy |
+771
| New | +$308K | 0.02% | 549 |
|
|
2021
Q2 | – | Sell |
-2,242
| Closed | -$708K | – | 1699 |
|
|
2021
Q1 | $708K | Sell |
2,242
-518
| -19% | -$164K | 0.02% | 519 |
|
|
2020
Q4 | $715K | Sell |
2,760
-2,565
| -48% | -$664K | 0.03% | 417 |
|
|
2020
Q3 | $1.03M | Sell |
5,325
-670
| -11% | -$130K | 0.05% | 292 |
|
|
2020
Q2 | $1.17M | Buy |
5,995
+496
| +9% | +$96.5K | 0.06% | 241 |
|
|
2020
Q1 | $790K | Sell |
5,499
-486
| -8% | -$69.8K | 0.06% | 290 |
|
|
2019
Q4 | $1.07M | Buy |
5,985
+5,568
| +1,335% | +$992K | 0.08% | 250 |
|
|
2019
Q3 | $66K | Buy |
+417
| New | +$66K | 0.01% | 925 |
|
|
2018
Q2 | – | Sell |
-5,329
| Closed | -$544K | – | 301 |
|
|
2018
Q1 | $544K | Buy |
5,329
+235
| +5% | +$24K | 0.14% | 144 |
|
|
2017
Q4 | $584K | Hold |
5,094
| – | – | 0.14% | 139 |
|
|
2017
Q3 | $536K | Buy |
5,094
+25
| +0.5% | +$2.63K | 0.14% | 137 |
|
|
2017
Q2 | $460K | Hold |
5,069
| – | – | 0.13% | 143 |
|
|
2017
Q1 | $524K | Buy |
5,069
+100
| +2% | +$10.3K | 0.15% | 141 |
|
|
2016
Q4 | $432K | Buy |
+4,969
| New | +$432K | 0.14% | 127 |
|