Steward Partners Investment Advisory’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.4M | Sell |
6,025
-184
| -3% | -$165K | 0.04% | 408 |
|
|
2025
Q1 | $4.22M | Buy |
6,209
+11
| +0.2% | +$7.48K | 0.04% | 446 |
|
|
2024
Q4 | $3.91M | Buy |
6,198
+3,053
| +97% | +$1.92M | 0.03% | 444 |
|
|
2024
Q3 | $2.44M | Sell |
3,145
-26,318
| -89% | -$20.4M | 0.02% | 566 |
|
|
2024
Q2 | $24.3M | Buy |
29,463
+1,063
| +4% | +$876K | 0.26% | 81 |
|
|
2024
Q1 | $19.8M | Buy |
28,400
+28,003
| +7,054% | +$19.6M | 0.22% | 91 |
|
|
2023
Q4 | $231K | Sell |
397
-56
| -12% | -$32.6K | ﹤0.01% | 1319 |
|
|
2023
Q3 | $208K | Buy |
453
+5
| +1% | +$2.29K | ﹤0.01% | 1268 |
|
|
2023
Q2 | $217K | Buy |
448
+28
| +7% | +$13.6K | ﹤0.01% | 1247 |
|
|
2023
Q1 | $168K | Sell |
420
-495
| -54% | -$198K | ﹤0.01% | 1368 |
|
|
2022
Q4 | $345K | Buy |
915
+518
| +130% | +$195K | 0.01% | 1032 |
|
|
2022
Q3 | $120K | Sell |
397
-25
| -6% | -$7.56K | ﹤0.01% | 1423 |
|
|
2022
Q2 | $135K | Sell |
422
-34
| -7% | -$10.9K | ﹤0.01% | 1367 |
|
|
2022
Q1 | $167K | Sell |
456
-15,291
| -97% | -$5.6M | ﹤0.01% | 1369 |
|
|
2021
Q4 | $6.77M | Sell |
15,747
-7
| -0% | -$3.01K | 0.1% | 214 |
|
|
2021
Q3 | $5.27M | Buy |
15,754
+361
| +2% | +$121K | 0.09% | 246 |
|
|
2021
Q2 | $4.99M | Buy |
15,393
+14,666
| +2,017% | +$4.76M | 0.08% | 251 |
|
|
2021
Q1 | $240K | Buy |
727
+493
| +211% | +$163K | ﹤0.01% | 1213 |
|
|
2020
Q4 | $61K | Buy |
234
+160
| +216% | +$41.7K | ﹤0.01% | 1575 |
|
|
2020
Q3 | $14K | Buy |
74
+13
| +21% | +$2.46K | ﹤0.01% | 2012 |
|
|
2020
Q2 | $12K | Sell |
61
-13
| -18% | -$2.56K | ﹤0.01% | 1964 |
|
|
2020
Q1 | $10K | Sell |
74
-41
| -36% | -$5.54K | ﹤0.01% | 1862 |
|
|
2019
Q4 | $20K | Hold |
115
| – | – | ﹤0.01% | 1770 |
|
|
2019
Q3 | $18K | Buy |
115
+9
| +8% | +$1.41K | ﹤0.01% | 1761 |
|
|
2019
Q2 | $12K | Buy |
+106
| New | +$12K | ﹤0.01% | 1897 |
|
|
2018
Q4 | – | Sell |
-58
| Closed | -$6K | – | 1504 |
|
|
2018
Q3 | $6K | Sell |
58
-172
| -75% | -$17.8K | ﹤0.01% | 2066 |
|
|
2018
Q2 | $24K | Buy |
230
+28
| +14% | +$2.92K | ﹤0.01% | 1393 |
|
|
2018
Q1 | $22K | Buy |
202
+183
| +963% | +$19.9K | ﹤0.01% | 1293 |
|
|
2017
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 1789 |
|
|
2017
Q3 | $2K | Sell |
19
-7
| -27% | -$737 | ﹤0.01% | 1501 |
|
|
2017
Q2 | $2K | Sell |
26
-19
| -42% | -$1.46K | ﹤0.01% | 1424 |
|
|
2017
Q1 | $4K | Sell |
45
-21
| -32% | -$1.87K | ﹤0.01% | 1178 |
|
|
2016
Q4 | $5K | Buy |
+66
| New | +$5K | ﹤0.01% | 661 |
|