Allworth Financial’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $135K | Buy |
13,123
+3,302
| +34% | +$34K | ﹤0.01% | 1361 |
|
|
2025
Q1 | $100K | Sell |
9,821
-63
| -0.6% | -$643 | ﹤0.01% | 1227 |
|
|
2024
Q4 | $90.2K | Buy |
9,884
+2,383
| +32% | +$21.7K | ﹤0.01% | 1307 |
|
|
2024
Q3 | $78.3K | Buy |
7,501
+596
| +9% | +$6.22K | ﹤0.01% | 1191 |
|
|
2024
Q2 | $60.6K | Sell |
6,905
-58
| -0.8% | -$509 | ﹤0.01% | 1292 |
|
|
2024
Q1 | $58.3K | Buy |
6,963
+3,759
| +117% | +$31.5K | ﹤0.01% | 1242 |
|
|
2023
Q4 | $25.5K | Buy |
3,204
+216
| +7% | +$1.72K | ﹤0.01% | 1513 |
|
|
2023
Q3 | $24.1K | Sell |
2,988
-1,441
| -33% | -$11.6K | ﹤0.01% | 1415 |
|
|
2023
Q2 | $37.1K | Buy |
4,429
+78
| +2% | +$654 | ﹤0.01% | 1235 |
|
|
2023
Q1 | $35.4K | Buy |
4,351
+1,514
| +53% | +$12.3K | ﹤0.01% | 1198 |
|
|
2022
Q4 | $22.7K | Buy |
2,837
+704
| +33% | +$5.63K | ﹤0.01% | 1305 |
|
|
2022
Q3 | $13K | Buy |
+2,133
| New | +$13K | ﹤0.01% | 1482 |
|