Allworth Financial’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $137K | Buy |
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|
2025
Q2 | $135K | Buy |
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|
2025
Q1 | $100K | Sell |
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|
2024
Q4 | $90.2K | Buy |
|
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|
2024
Q3 | $78.3K | Buy |
|
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|
2024
Q2 | $60.6K | Sell |
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|
2024
Q1 | $58.3K | Buy |
|
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|
2023
Q4 | $25.5K | Buy |
|
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|
2023
Q3 | $24.1K | Sell |
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|
2023
Q2 | $37.1K | Buy |
|
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|
2023
Q1 | $35.4K | Buy |
|
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|
2022
Q4 | $22.7K | Buy |
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|
2022
Q3 | $13K | Buy |
|