Concourse Financial Group Securities’s Herbalife HLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 3614 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4940 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 4922 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 4961 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 4965 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 4906 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 4832 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 4762 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 4625 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 4600 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 4400 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 4431 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 4363 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 4424 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4325 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4201 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4104 |
|
|
2020
Q4 | – | Sell |
-95
| Closed | -$4K | – | 4006 |
|
|
2020
Q3 | $4K | Buy |
+95
| New | +$4K | ﹤0.01% | 1853 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3738 |
|
|
2020
Q1 | – | Sell |
-27
| Closed | -$1K | – | 3743 |
|
|
2019
Q4 | $1K | Hold |
27
| – | – | ﹤0.01% | 1980 |
|
|
2019
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 1648 |
|
|
2019
Q2 | $1K | Sell |
27
-426
| -94% | -$15.8K | ﹤0.01% | 2104 |
|
|
2019
Q1 | $24K | Buy |
+453
| New | +$24K | ﹤0.01% | 1190 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 3563 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 3199 |
|