Financial Advocates Investment Management’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $717K | Buy |
3,018
+546
| +22% | +$130K | 0.06% | 281 |
|
|
2025
Q1 | $700K | Sell |
2,472
-408
| -14% | -$115K | 0.05% | 356 |
|
|
2024
Q4 | $1.1M | Sell |
2,880
-80
| -3% | -$30.6K | 0.06% | 287 |
|
|
2024
Q3 | $803K | Buy |
2,960
+1,464
| +98% | +$397K | 0.05% | 353 |
|
|
2024
Q2 | $447K | Buy |
1,496
+856
| +134% | +$256K | 0.03% | 456 |
|
|
2024
Q1 | $250K | Sell |
640
-5
| -0.8% | -$1.95K | 0.01% | 654 |
|
|
2023
Q4 | $330K | Sell |
645
-81
| -11% | -$41.4K | 0.02% | 524 |
|
|
2023
Q3 | $280K | Buy |
726
+148
| +26% | +$57.1K | 0.02% | 545 |
|
|
2023
Q2 | $219K | Sell |
578
-179
| -24% | -$67.8K | 0.02% | 621 |
|
|
2023
Q1 | $276K | Sell |
757
-536
| -41% | -$195K | 0.02% | 574 |
|
|
2022
Q4 | $414K | Buy |
+1,293
| New | +$414K | 0.03% | 479 |
|
|
2022
Q3 | – | Sell |
-1,580
| Closed | -$431K | – | 791 |
|
|
2022
Q2 | $431K | Buy |
+1,580
| New | +$431K | 0.04% | 424 |
|
|
2022
Q1 | – | Sell |
-522
| Closed | -$204K | – | 774 |
|
|
2021
Q4 | $204K | Sell |
522
-10
| -2% | -$3.91K | 0.01% | 721 |
|
|
2021
Q3 | $215K | Buy |
+532
| New | +$215K | 0.01% | 684 |
|
|
2021
Q2 | – | Sell |
-700
| Closed | -$215K | – | 781 |
|
|
2021
Q1 | $215K | Buy |
+700
| New | +$215K | 0.02% | 682 |
|
|
2020
Q4 | – | Sell |
-1,408
| Closed | -$464K | – | 726 |
|
|
2020
Q3 | $464K | Buy |
1,408
+508
| +56% | +$167K | 0.04% | 378 |
|
|
2020
Q2 | $281K | Buy |
+900
| New | +$281K | 0.03% | 460 |
|
|
2020
Q1 | – | Sell |
-1,747
| Closed | -$405K | – | 515 |
|
|
2019
Q4 | $405K | Buy |
+1,747
| New | +$405K | 0.04% | 350 |
|