Financial Advocates Investment Management’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 |
-16,187
| Closed | -$154K | – | 732 |
|
|
2024
Q4 | $154K | Sell |
16,187
-4,500
| -22% | -$42.9K | 0.01% | 707 |
|
|
2024
Q3 | $219K | Sell |
20,687
-7,642
| -27% | -$80.9K | 0.01% | 689 |
|
|
2024
Q2 | $234K | Buy |
28,329
+1,981
| +8% | +$16.4K | 0.01% | 635 |
|
|
2024
Q1 | $224K | Buy |
26,348
+8,756
| +50% | +$74.3K | 0.01% | 686 |
|
|
2023
Q4 | $145K | Buy |
17,592
+2,743
| +18% | +$22.6K | 0.01% | 694 |
|
|
2023
Q3 | $124K | Buy |
14,849
+1,408
| +10% | +$11.7K | 0.01% | 667 |
|
|
2023
Q2 | $113K | Buy |
13,441
+121
| +0.9% | +$1.01K | 0.01% | 669 |
|
|
2023
Q1 | $108K | Buy |
13,320
+718
| +6% | +$5.84K | 0.01% | 702 |
|
|
2022
Q4 | $101K | Buy |
+12,602
| New | +$101K | 0.01% | 715 |
|