Allworth Financial’s Herbalife HLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.26K | Buy |
610
+326
| +115% | +$2.81K | ﹤0.01% | 3223 |
|
|
2025
Q1 | $1.98K | Buy |
+284
| New | +$1.98K | ﹤0.01% | 3214 |
|
|
2024
Q4 | – | Sell |
-128
| Closed | -$921 | – | 3989 |
|
|
2024
Q3 | $921 | Sell |
128
-196
| -60% | -$1.41K | ﹤0.01% | 3244 |
|
|
2024
Q2 | $3.62K | Sell |
324
-171
| -35% | -$1.91K | ﹤0.01% | 2661 |
|
|
2024
Q1 | $4.98K | Buy |
495
+477
| +2,650% | +$4.79K | ﹤0.01% | 2409 |
|
|
2023
Q4 | $275 | Buy |
+18
| New | +$275 | ﹤0.01% | 3250 |
|
|
2023
Q3 | – | Sell |
-105
| Closed | -$1.39K | – | 3484 |
|
|
2023
Q2 | $1.39K | Sell |
105
-1
| -0.9% | -$13 | ﹤0.01% | 2630 |
|
|
2023
Q1 | $1.71K | Buy |
106
+44
| +71% | +$709 | ﹤0.01% | 2470 |
|
|
2022
Q4 | $923 | Buy |
62
+46
| +288% | +$685 | ﹤0.01% | 2499 |
|
|
2022
Q3 | $0 | Hold |
16
| – | – | ﹤0.01% | 2840 |
|
|
2022
Q2 | $0 | Buy |
+16
| New | – | ﹤0.01% | 2564 |
|
|
2018
Q3 | – | Sell |
-278
| Closed | -$15K | – | 931 |
|
|
2018
Q2 | $15K | Hold |
278
| – | – | ﹤0.01% | 453 |
|
|
2018
Q1 | $14K | Hold |
278
| – | – | ﹤0.01% | 430 |
|
|
2017
Q4 | $9K | Hold |
278
| – | – | ﹤0.01% | 484 |
|
|
2017
Q3 | $9K | Hold |
278
| – | – | ﹤0.01% | 481 |
|
|
2017
Q2 | $10K | Hold |
278
| – | – | ﹤0.01% | 477 |
|
|
2017
Q1 | $8K | Hold |
278
| – | – | ﹤0.01% | 469 |
|
|
2016
Q4 | $7K | Hold |
278
| – | – | ﹤0.01% | 439 |
|
|
2016
Q3 | $9K | Hold |
278
| – | – | ﹤0.01% | 427 |
|
|
2016
Q2 | $8K | Hold |
278
| – | – | ﹤0.01% | 413 |
|
|
2016
Q1 | $9K | Hold |
278
| – | – | ﹤0.01% | 385 |
|
|
2015
Q4 | $7K | Hold |
278
| – | – | ﹤0.01% | 413 |
|
|
2015
Q3 | $8K | Hold |
278
| – | – | ﹤0.01% | 406 |
|
|
2015
Q2 | $8K | Sell |
278
-534
| -66% | -$15.4K | ﹤0.01% | 401 |
|
|
2015
Q1 | $17K | Buy |
+812
| New | +$17K | 0.01% | 326 |
|