Delta Financial 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
Q1 | – | Sell |
-590
| Closed | -$226K | – | 112 |
|
|
2024
Q4 | $226K | Buy |
+590
| New | +$226K | 0.08% | 108 |
|
|
2024
Q2 | – | Sell |
-595
| Closed | -$232K | – | 116 |
|
|
2024
Q1 | $232K | Hold |
595
| – | – | 0.09% | 111 |
|
|
2023
Q4 | $304K | Hold |
595
| – | – | 0.13% | 104 |
|
|
2023
Q3 | $229K | Hold |
595
| – | – | 0.1% | 117 |
|
|
2023
Q2 | $225K | Buy |
+595
| New | +$225K | 0.1% | 114 |
|
|
2022
Q2 | – | Sell |
-630
| Closed | -$230K | – | 119 |
|
|
2022
Q1 | $230K | Hold |
630
| – | – | 0.1% | 115 |
|
|
2021
Q4 | $247K | Hold |
630
| – | – | 0.1% | 115 |
|
|
2021
Q3 | $255K | Hold |
630
| – | – | 0.11% | 110 |
|
|
2021
Q2 | $230K | Buy |
+630
| New | +$230K | 0.1% | 110 |
|
|
2021
Q1 | – | Sell |
-630
| Closed | -$219K | – | 110 |
|
|
2020
Q4 | $219K | Hold |
630
| – | – | 0.11% | 106 |
|
|
2020
Q3 | $208K | Buy |
+630
| New | +$208K | 0.12% | 104 |
|