D.A. Davidson & Co’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Sell |
25,071
-1,172
| -4% | -$12.2K | ﹤0.01% | 1262 |
|
|
2025
Q1 | $270K | Buy |
26,243
+113
| +0.4% | +$1.16K | ﹤0.01% | 1216 |
|
|
2024
Q4 | $249K | Sell |
26,130
-715
| -3% | -$6.82K | ﹤0.01% | 1259 |
|
|
2024
Q3 | $284K | Sell |
26,845
-1,521
| -5% | -$16.1K | ﹤0.01% | 1201 |
|
|
2024
Q2 | $234K | Sell |
28,366
-3,205
| -10% | -$26.5K | ﹤0.01% | 1242 |
|
|
2024
Q1 | $268K | Sell |
31,571
-3,478
| -10% | -$29.5K | ﹤0.01% | 1219 |
|
|
2023
Q4 | $288K | Sell |
35,049
-4,525
| -11% | -$37.2K | ﹤0.01% | 1132 |
|
|
2023
Q3 | $330K | Sell |
39,574
-4,821
| -11% | -$40.2K | ﹤0.01% | 1053 |
|
|
2023
Q2 | $372K | Sell |
44,395
-7,150
| -14% | -$59.9K | ﹤0.01% | 1013 |
|
|
2023
Q1 | $420K | Sell |
51,545
-10,833
| -17% | -$88.2K | ﹤0.01% | 945 |
|
|
2022
Q4 | $499K | Sell |
62,378
-31,821
| -34% | -$255K | 0.01% | 848 |
|
|
2022
Q3 | $574K | Buy |
+94,199
| New | +$574K | 0.01% | 772 |
|