Summit Financial’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $542K | Sell |
605
-307
| -34% | -$275K | 0.01% | 558 |
|
|
2025
Q1 | $620K | Buy |
912
+457
| +100% | +$311K | 0.02% | 461 |
|
|
2024
Q4 | $287K | Sell |
455
-11
| -2% | -$6.93K | 0.01% | 548 |
|
|
2024
Q3 | $361K | Buy |
466
+31
| +7% | +$24K | 0.01% | 431 |
|
|
2024
Q2 | $359K | Buy |
+435
| New | +$359K | 0.02% | 387 |
|