Benjamin Edwards Inc’s lululemon athletica LULU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$279K Sell
1,176
-5,212
-82% -$1.24M ﹤0.01% 1015
2025
Q1
$1.81M Buy
6,388
+1,069
+20% +$303K 0.03% 442
2024
Q4
$2.03M Buy
5,319
+677
+15% +$259K 0.03% 433
2024
Q3
$1.26M Buy
4,642
+4,547
+4,786% +$1.23M 0.02% 537
2024
Q2
$28K Buy
95
+26
+38% +$7.66K 0.01% 560
2024
Q1
$27K Buy
69
+44
+176% +$17.2K 0.01% 547
2023
Q4
$13K Hold
25
﹤0.01% 571
2023
Q3
$10K Hold
25
﹤0.01% 576
2023
Q2
$9K Sell
25
-20
-44% -$7.2K ﹤0.01% 581
2023
Q1
$16K Hold
45
﹤0.01% 546
2022
Q4
$14K Hold
45
﹤0.01% 552
2022
Q3
$13K Hold
45
﹤0.01% 539
2022
Q2
$12K Hold
45
﹤0.01% 572
2022
Q1
$16K Sell
45
-28
-38% -$9.96K ﹤0.01% 574
2021
Q4
$29K Buy
73
+48
+192% +$19.1K 0.01% 476
2021
Q3
$10K Hold
25
0.01% 449
2021
Q2
$9K Hold
25
0.01% 364
2021
Q1
$8K Hold
25
0.01% 342
2020
Q4
$9K Hold
25
0.01% 326
2020
Q3
$8K Sell
25
-10
-29% -$3.2K 0.01% 319
2020
Q2
$11K Hold
35
0.01% 291
2020
Q1
$7K Hold
35
0.01% 302
2019
Q4
$8K Hold
35
0.02% 237
2019
Q3
$7K Hold
35
0.02% 240
2019
Q2
$6K Hold
35
0.01% 256
2019
Q1
$6K Buy
+35
New +$6K 0.03% 236