Chicago Partners Investment Group’s Estee Lauder EL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,734	Closed	-$322K	–	1508
2025 Q4	$322K	Buy	2,734 +179	+7%	+$17.4K	0.01%	989
2025 Q3	$252K	Buy	+2,555	New	+$228K	0.01%	1039
2025 Q2	–	Sell	-3,480	Closed	-$206K	–	1105
2025 Q1	$206K	Buy	+3,480	New	+$252K	0.01%	857
2024 Q2	–	Sell	-1,615	Closed	-$241K	–	751
2024 Q1	$241K	Sell	1,615 -207	-11%	-$29.4K	0.01%	636
2023 Q4	$230K	Buy	+1,822	New	+$242K	0.01%	611
2023 Q3	–	Sell	-1,252	Closed	-$216K	–	673
2023 Q2	$216K	Sell	1,252 -128	-9%	-$27.2K	0.01%	616
2023 Q1	$350K	Buy	1,380 +36	+3%	+$9.15K	0.02%	472
2022 Q4	$351K	Sell	1,344 -30	-2%	-$6.7K	0.02%	450
2022 Q3	$283K	Buy	1,374 +204	+17%	+$52.1K	0.02%	449
2022 Q2	$320K	Buy	1,170 +29	+3%	+$7.36K	0.02%	424
2022 Q1	$261K	Buy	1,141 +7	+0.6%	+$2.11K	0.02%	443
2021 Q4	$345K	Buy	1,134 +8	+0.7%	+$2.71K	0.02%	409
2021 Q3	$388K	Buy	1,126 +54	+5%	+$17.6K	0.03%	386
2021 Q2	$357K	Buy	1,072 +31	+3%	+$9.4K	0.03%	391
2021 Q1	$329K	Buy	1,041 +231	+29%	+$63.2K	0.03%	377
2020 Q4	$202K	Buy	+810	New	+$195K	0.02%	441
2018 Q4	–	Sell	-228	Closed	-$29K	–	495
2018 Q3	$29K	Buy	228 +1	+0.4%	+$139	﹤0.01%	611
2018 Q2	$32K	Buy	227 +96	+73%	+$14.2K	0.01%	567
2018 Q1	$20K	Sell	131 -90	-41%	-$12.5K	﹤0.01%	631
2017 Q4	$28K	Sell	221 -3	-1%	-$360	﹤0.01%	556
2017 Q3	$24K	Sell	224 -152	-40%	-$15.6K	﹤0.01%	580
2017 Q2	$32K	Buy	+376	New	+$34.5K	0.01%	453
2015 Q1	–	Sell	-70	Closed	-$5K	–	498
2014 Q4	$5K	Buy	+70	New	+$5.17K	﹤0.01%	450