Concourse Financial Group Securities’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,095
| Closed | -$65.4K | – | 3622 |
|
|
2024
Q4 | $65.4K | Sell |
7,095
-904
| -11% | -$8.34K | ﹤0.01% | 1094 |
|
|
2024
Q3 | $84.6K | Sell |
7,999
-1,897
| -19% | -$20.1K | 0.01% | 991 |
|
|
2024
Q2 | $81.7K | Buy |
9,896
+51
| +0.5% | +$421 | 0.01% | 994 |
|
|
2024
Q1 | $84.6K | Sell |
9,845
-916
| -9% | -$7.87K | 0.01% | 978 |
|
|
2023
Q4 | $88.6K | Buy |
10,761
+3,502
| +48% | +$28.8K | 0.01% | 930 |
|
|
2023
Q3 | $60.8K | Buy |
7,259
+634
| +10% | +$5.31K | ﹤0.01% | 1004 |
|
|
2023
Q2 | $55.5K | Sell |
6,625
-2,622
| -28% | -$22K | ﹤0.01% | 1056 |
|
|
2023
Q1 | $75.8K | Sell |
9,247
-478
| -5% | -$3.92K | 0.01% | 948 |
|
|
2022
Q4 | $77.8K | Sell |
9,725
-2,220
| -19% | -$17.8K | 0.01% | 914 |
|
|
2022
Q3 | $73K | Buy |
+11,945
| New | +$73K | 0.01% | 831 |
|