Strategic 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
$4.61M Sell
5,152
-98
-2% -$87.8K 0.25% 31
2025
Q1
$3.57M Sell
5,250
-236
-4% -$160K 0.21% 31
2024
Q4
$3.46M Sell
5,486
-38
-0.7% -$23.9K 0.21% 31
2024
Q3
$4.28M Sell
5,524
-121
-2% -$93.7K 0.25% 26
2024
Q2
$4.65M Sell
5,645
-422
-7% -$348K 0.29% 26
2024
Q1
$4.24M Sell
6,067
-520
-8% -$363K 0.27% 26
2023
Q4
$3.83M Sell
6,587
-468
-7% -$272K 0.27% 27
2023
Q3
$3.24M Sell
7,055
-78
-1% -$35.8K 0.25% 32
2023
Q2
$3.53M Sell
7,133
-36
-0.5% -$17.8K 0.26% 31
2023
Q1
$2.86M Sell
7,169
-615
-8% -$245K 0.22% 33
2022
Q4
$2.93M Sell
7,784
-730
-9% -$275K 0.23% 34
2022
Q3
$2.58M Sell
8,514
-495
-5% -$150K 0.23% 33
2022
Q2
$2.88M Sell
9,009
-645
-7% -$206K 0.24% 36
2022
Q1
$3.53M Sell
9,654
-635
-6% -$232K 0.27% 39
2021
Q4
$4.43M Sell
10,289
-954
-8% -$410K 0.33% 34
2021
Q3
$3.76M Sell
11,243
-318
-3% -$106K 0.3% 34
2021
Q2
$3.75M Sell
11,561
-527
-4% -$171K 0.3% 38
2021
Q1
$3.99M Sell
12,088
-1,732
-13% -$572K 0.34% 36
2020
Q4
$3.58M Sell
13,820
-635
-4% -$164K 0.32% 43
2020
Q3
$2.8M Sell
14,455
-647
-4% -$125K 0.29% 51
2020
Q2
$2.94M Sell
15,102
-4,375
-22% -$851K 0.33% 48
2020
Q1
$2.8M Sell
19,477
-1,825
-9% -$262K 0.37% 53
2019
Q4
$3.8M Sell
21,302
-2,668
-11% -$475K 0.44% 63
2019
Q3
$3.82M Sell
23,970
-359
-1% -$57.2K 0.49% 63
2019
Q2
$2.88M Sell
24,329
-825
-3% -$97.5K 0.38% 73
2019
Q1
$3M Buy
25,154
+275
+1% +$32.8K 0.42% 68
2018
Q4
$2.23M Buy
+24,879
New +$2.23M 0.35% 80