CFG
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Cooper Financial Group’s Estee Lauder EL Stock Holding History

Cooper Financial Group’s Portfolio EL Stock Details EL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,515
Closed -$480K – 388
2024
Q2 		$480K Buy
4,515
+386
+9% +$50.6K 0.07% 226
2024
Q1 		$636K Buy
4,129
+1,629
+65% +$231K 0.1% 179
2023
Q4 		$366K Sell
2,500
-91
-4% -$12.1K 0.07% 248
2023
Q3 		$375K Buy
2,591
+43
+2% +$7.17K 0.09% 235
2023
Q2 		$500K Buy
+2,548
New +$541K 0.12% 189

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IFP
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