Summit Financial’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $422K | Sell |
3,516
-523
| -13% | -$62.8K | 0.01% | 603 |
|
|
2025
Q1 | $595K | Buy |
4,039
+161
| +4% | +$23.7K | 0.02% | 472 |
|
|
2024
Q4 | $630K | Buy |
3,878
+236
| +6% | +$38.3K | 0.02% | 408 |
|
|
2024
Q3 | $593K | Buy |
3,642
+430
| +13% | +$70.1K | 0.02% | 347 |
|
|
2024
Q2 | $438K | Buy |
3,212
+382
| +13% | +$52.1K | 0.02% | 350 |
|
|
2024
Q1 | $433K | Sell |
2,830
-62
| -2% | -$9.49K | 0.03% | 277 |
|
|
2023
Q4 | $412K | Sell |
2,892
-133
| -4% | -$19K | 0.03% | 267 |
|
|
2023
Q3 | $396K | Sell |
3,025
-16
| -0.5% | -$2.1K | 0.03% | 266 |
|
|
2023
Q2 | $484K | Buy |
3,041
+1,464
| +93% | +$233K | 0.04% | 228 |
|
|
2023
Q1 | $250K | Buy |
1,577
+17
| +1% | +$2.69K | 0.02% | 226 |
|
|
2022
Q4 | $219K | Buy |
+1,560
| New | +$219K | 0.02% | 230 |
|