Allworth Financial’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $121K | Buy |
1,500
+632
| +73% | +$51.1K | ﹤0.01% | 1434 |
|
|
2025
Q1 | $50.9K | Sell |
868
-773
| -47% | -$45.3K | ﹤0.01% | 1531 |
|
|
2024
Q4 | $131K | Sell |
1,641
-1
| -0.1% | -$80 | ﹤0.01% | 1135 |
|
|
2024
Q3 | $164K | Buy |
1,642
+288
| +21% | +$28.7K | ﹤0.01% | 884 |
|
|
2024
Q2 | $134K | Buy |
1,354
+847
| +167% | +$84K | ﹤0.01% | 958 |
|
|
2024
Q1 | $78.2K | Sell |
507
-2,176
| -81% | -$336K | ﹤0.01% | 1110 |
|
|
2023
Q4 | $392K | Sell |
2,683
-612
| -19% | -$89.5K | ﹤0.01% | 575 |
|
|
2023
Q3 | $476K | Buy |
3,295
+694
| +27% | +$100K | ﹤0.01% | 502 |
|
|
2023
Q2 | $511K | Sell |
2,601
-236
| -8% | -$46.3K | ﹤0.01% | 498 |
|
|
2023
Q1 | $699K | Buy |
2,837
+2,602
| +1,107% | +$641K | 0.01% | 405 |
|
|
2022
Q4 | $58.3K | Sell |
235
-496
| -68% | -$123K | ﹤0.01% | 960 |
|
|
2022
Q3 | $158K | Sell |
731
-3
| -0.4% | -$648 | ﹤0.01% | 649 |
|
|
2022
Q2 | $187K | Buy |
734
+561
| +324% | +$143K | ﹤0.01% | 567 |
|
|
2022
Q1 | $47K | Buy |
173
+26
| +18% | +$7.06K | ﹤0.01% | 913 |
|
|
2021
Q4 | $54K | Buy |
147
+80
| +119% | +$29.4K | ﹤0.01% | 817 |
|
|
2021
Q3 | $20K | Buy |
+67
| New | +$20K | ﹤0.01% | 1028 |
|
|
2018
Q2 | – | Sell |
-3
| Closed | – | – | 960 |
|
|
2018
Q1 | $0 | Sell |
3
-3
| -50% | – | ﹤0.01% | 823 |
|
|
2017
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 686 |
|
|
2016
Q1 | – | Sell |
-286
| Closed | -$25K | – | 632 |
|
|
2015
Q4 | $25K | Hold |
286
| – | – | ﹤0.01% | 271 |
|
|
2015
Q3 | $23K | Hold |
286
| – | – | 0.01% | 292 |
|
|
2015
Q2 | $25K | Hold |
286
| – | – | 0.01% | 274 |
|
|
2015
Q1 | $24K | Buy |
+286
| New | +$24K | 0.01% | 284 |
|