AFC
AFT Forsyth & Company’s lululemon athletica LULU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-965
| Closed | -$273K | – | 123 |
|
|
2025
Q1 | $273K | Hold |
965
| – | – | 0.15% | 108 |
|
|
2024
Q4 | $369K | Sell |
965
-280
| -22% | -$107K | 0.18% | 95 |
|
|
2024
Q3 | $338K | Sell |
1,245
-1,460
| -54% | -$396K | 0.17% | 101 |
|
|
2024
Q2 | $808K | Hold |
2,705
| – | – | 0.4% | 55 |
|
|
2024
Q1 | $1.06M | Sell |
2,705
-15
| -0.6% | -$5.86K | 0.6% | 41 |
|
|
2023
Q4 | $1.39M | Sell |
2,720
-175
| -6% | -$89.5K | 0.88% | 34 |
|
|
2023
Q3 | $1.12M | Buy |
2,895
+185
| +7% | +$71.3K | 0.82% | 35 |
|
|
2023
Q2 | $1.03M | Sell |
2,710
-110
| -4% | -$41.6K | 0.73% | 37 |
|
|
2023
Q1 | $1.03M | Sell |
2,820
-65
| -2% | -$23.7K | 0.79% | 38 |
|
|
2022
Q4 | $924K | Sell |
2,885
-40
| -1% | -$12.8K | 0.79% | 39 |
|
|
2022
Q3 | $818K | Hold |
2,925
| – | – | 0.73% | 42 |
|
|
2022
Q2 | $797K | Sell |
2,925
-40
| -1% | -$10.9K | 0.64% | 44 |
|
|
2022
Q1 | $1.08M | Sell |
2,965
-1,570
| -35% | -$573K | 0.69% | 40 |
|
|
2021
Q4 | $1.78M | Sell |
4,535
-250
| -5% | -$97.9K | 0.91% | 26 |
|
|
2021
Q3 | $1.94M | Buy |
4,785
+1,550
| +48% | +$627K | 1.04% | 23 |
|
|
2021
Q2 | $1.18M | Sell |
3,235
-40
| -1% | -$14.6K | 0.63% | 47 |
|
|
2021
Q1 | $1M | Buy |
3,275
+185
| +6% | +$56.7K | 0.6% | 53 |
|
|
2020
Q4 | $1.08M | Hold |
3,090
| – | – | 0.67% | 44 |
|
|
2020
Q3 | $1.02M | Buy |
3,090
+125
| +4% | +$41.2K | 0.76% | 42 |
|
|
2020
Q2 | $925K | Sell |
2,965
-215
| -7% | -$67.1K | 0.78% | 40 |
|
|
2020
Q1 | $603K | Buy |
3,180
+2,110
| +197% | +$400K | 0.61% | 53 |
|
|
2019
Q4 | $248K | Buy |
+1,070
| New | +$248K | 0.19% | 125 |
|
|
2013
Q3 | $49K | Hold |
675
| – | – | 0.06% | 175 |
|
|
2013
Q2 | $44K | Buy |
+675
| New | +$44K | 0.06% | 173 |
|