HighPoint Advisor Group’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $461K | Buy |
44,457
+3,274
| +8% | +$34K | 0.02% | 395 |
|
2025
Q1 | $423K | Buy |
41,183
+3,415
| +9% | +$35.1K | 0.02% | 396 |
|
2024
Q4 | $372K | Buy |
37,768
+2,213
| +6% | +$21.8K | 0.02% | 449 |
|
2024
Q3 | $376K | Buy |
35,555
+2,937
| +9% | +$31.1K | 0.02% | 425 |
|
2024
Q2 | $297K | Buy |
32,618
+4,595
| +16% | +$41.8K | 0.02% | 478 |
|
2024
Q1 | $231K | Sell |
28,023
-36,305
| -56% | -$299K | 0.02% | 553 |
|
2023
Q4 | $542K | Buy |
+64,328
| New | +$542K | 0.04% | 339 |
|