Avantax Advisory Services’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
4,305
+978
| +29% | +$232K | 0.01% | 1160 |
|
|
2025
Q1 | $942K | Sell |
3,327
-620
| -16% | -$175K | 0.01% | 1126 |
|
|
2024
Q4 | $1.51M | Buy |
3,947
+86
| +2% | +$32.9K | 0.01% | 858 |
|
|
2024
Q3 | $1.05M | Buy |
3,861
+1,817
| +89% | +$493K | 0.01% | 995 |
|
|
2024
Q2 | $611K | Buy |
2,044
+1,315
| +180% | +$393K | ﹤0.01% | 1240 |
|
|
2024
Q1 | $285K | Sell |
729
-89
| -11% | -$34.8K | ﹤0.01% | 1325 |
|
|
2023
Q4 | $418K | Buy |
818
+164
| +25% | +$83.9K | ﹤0.01% | 1072 |
|
|
2023
Q3 | $252K | Buy |
+654
| New | +$252K | ﹤0.01% | 1294 |
|
|
2023
Q1 | – | Sell |
-641
| Closed | -$205K | – | 1517 |
|
|
2022
Q4 | $205K | Buy |
+641
| New | +$205K | ﹤0.01% | 1298 |
|
|
2022
Q2 | – | Sell |
-942
| Closed | -$344K | – | 1352 |
|
|
2022
Q1 | $344K | Sell |
942
-1
| -0.1% | -$365 | ﹤0.01% | 943 |
|
|
2021
Q4 | $369K | Buy |
943
+49
| +5% | +$19.2K | 0.01% | 878 |
|
|
2021
Q3 | $361K | Sell |
894
-102
| -10% | -$41.2K | 0.01% | 841 |
|
|
2021
Q2 | $363K | Buy |
+996
| New | +$363K | 0.01% | 827 |
|
|
2021
Q1 | – | Sell |
-1,298
| Closed | -$451K | – | 1059 |
|
|
2020
Q4 | $451K | Sell |
1,298
-40
| -3% | -$13.9K | 0.01% | 586 |
|
|
2020
Q3 | $438K | Sell |
1,338
-1,170
| -47% | -$383K | 0.01% | 847 |
|
|
2020
Q2 | $783K | Sell |
2,508
-566
| -18% | -$177K | 0.02% | 385 |
|
|
2020
Q1 | $583K | Sell |
3,074
-2,476
| -45% | -$470K | 0.02% | 407 |
|
|
2019
Q4 | $1.29M | Buy |
5,550
+67
| +1% | +$15.5K | 0.03% | 289 |
|
|
2019
Q3 | $1.06M | Buy |
5,483
+3,055
| +126% | +$589K | 0.04% | 203 |
|
|
2019
Q2 | $438K | Buy |
+2,428
| New | +$438K | 0.02% | 314 |
|