Clearstead Advisors’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
$165K Sell
694
-20
-3% -$4.75K ﹤0.01% 927
2025
Q1
$202K Sell
714
-300
-30% -$84.9K ﹤0.01% 834
2024
Q4
$388K Sell
1,014
-161
-14% -$61.6K 0.01% 641
2024
Q3
$319K Sell
1,175
-32
-3% -$8.68K ﹤0.01% 705
2024
Q2
$361K Buy
1,207
+460
+62% +$137K 0.01% 620
2024
Q1
$259K Sell
747
-22
-3% -$7.64K 0.01% 429
2023
Q4
$393K Sell
769
-885
-54% -$452K 0.02% 349
2023
Q3
$638K Buy
1,654
+812
+96% +$313K 0.02% 364
2023
Q2
$319K Sell
842
-10
-1% -$3.79K 0.02% 359
2023
Q1
$310K Sell
852
-18
-2% -$6.56K 0.02% 335
2022
Q4
$279K Buy
870
+1
+0.1% +$320 0.02% 337
2022
Q3
$243K Sell
869
-6
-0.7% -$1.68K 0.02% 337
2022
Q2
$239K Buy
875
+37
+4% +$10.1K 0.02% 351
2022
Q1
$306K Buy
838
+30
+4% +$11K 0.02% 344
2021
Q4
$316K Buy
808
+20
+3% +$7.82K 0.02% 319
2021
Q3
$319K Hold
788
0.02% 301
2021
Q2
$288K Sell
788
-15
-2% -$5.48K 0.02% 299
2021
Q1
$246K Buy
803
+18
+2% +$5.51K 0.02% 306
2020
Q4
$273K Sell
785
-9
-1% -$3.13K 0.02% 280
2020
Q3
$262K Sell
794
-9
-1% -$2.97K 0.03% 251
2020
Q2
$251K Sell
803
-1
-0.1% -$313 0.03% 243
2020
Q1
$152K Buy
+804
New +$152K 0.02% 268