IFP Advisors’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $144K | Sell |
945
-106
| -10% | -$16.2K | ﹤0.01% | 1428 |
|
|
2025
Q1 | $69.4K | Sell |
1,051
-206
| -16% | -$13.6K | ﹤0.01% | 1727 |
|
|
2024
Q4 | $94.2K | Buy |
1,257
+451
| +56% | +$33.8K | ﹤0.01% | 1501 |
|
|
2024
Q3 | $80.3K | Buy |
806
+16
| +2% | +$1.59K | ﹤0.01% | 1505 |
|
|
2024
Q2 | $84K | Buy |
790
+22
| +3% | +$2.34K | ﹤0.01% | 1438 |
|
|
2024
Q1 | $118K | Buy |
768
+22
| +3% | +$3.39K | 0.01% | 1217 |
|
|
2023
Q4 | $109K | Sell |
746
-39
| -5% | -$5.7K | 0.01% | 1207 |
|
|
2023
Q3 | $113K | Buy |
785
+137
| +21% | +$19.8K | 0.01% | 1198 |
|
|
2023
Q2 | $127K | Buy |
648
+57
| +10% | +$11.2K | 0.01% | 1214 |
|
|
2023
Q1 | $87.7K | Sell |
591
-849
| -59% | -$126K | ﹤0.01% | 1316 |
|
|
2022
Q4 | $216K | Buy |
1,440
+18
| +1% | +$2.7K | 0.01% | 1314 |
|
|
2022
Q3 | $225K | Buy |
1,422
+444
| +45% | +$70.3K | 0.01% | 1342 |
|
|
2022
Q2 | $160K | Hold |
978
| – | – | 0.01% | 1413 |
|
|
2022
Q1 | $160K | Buy |
978
+487
| +99% | +$79.7K | 0.01% | 1413 |
|
|
2021
Q4 | $182K | Buy |
491
+35
| +8% | +$13K | ﹤0.01% | 979 |
|
|
2021
Q3 | $134K | Buy |
456
+12
| +3% | +$3.53K | ﹤0.01% | 1118 |
|
|
2021
Q2 | $142K | Sell |
444
-140
| -24% | -$44.8K | ﹤0.01% | 1069 |
|
|
2021
Q1 | $172K | Sell |
584
-21
| -3% | -$6.19K | ﹤0.01% | 912 |
|
|
2020
Q4 | $171K | Buy |
605
+12
| +2% | +$3.39K | 0.01% | 871 |
|
|
2020
Q3 | $129K | Buy |
593
+190
| +47% | +$41.3K | 0.01% | 876 |
|
|
2020
Q2 | $74K | Sell |
403
-2,652
| -87% | -$487K | 0.01% | 1038 |
|
|
2020
Q1 | $526K | Sell |
3,055
-38
| -1% | -$6.54K | 0.05% | 343 |
|
|
2019
Q4 | $642K | Sell |
3,093
-275
| -8% | -$57.1K | 0.05% | 375 |
|
|
2019
Q3 | $660K | Buy |
+3,368
| New | +$660K | 0.04% | 415 |
|
|
2019
Q1 | $45K | Sell |
274
-4,402
| -94% | -$723K | 0.01% | 1005 |
|
|
2018
Q4 | $601K | Sell |
4,676
-45
| -1% | -$5.78K | 0.04% | 488 |
|
|
2018
Q3 | $686K | Sell |
4,721
-225
| -5% | -$32.7K | 0.03% | 556 |
|
|
2018
Q2 | $706K | Sell |
4,946
-391
| -7% | -$55.8K | 0.03% | 537 |
|
|
2018
Q1 | $679K | Hold |
5,337
| – | – | 0.03% | 515 |
|
|
2017
Q4 | $679K | Buy |
5,337
+256
| +5% | +$32.6K | 0.03% | 514 |
|
|
2017
Q3 | $548K | Buy |
5,081
+232
| +5% | +$25K | 0.02% | 655 |
|
|
2017
Q2 | $465K | Sell |
4,849
-226
| -4% | -$21.7K | 0.02% | 707 |
|
|
2017
Q1 | $430K | Sell |
5,075
-167
| -3% | -$14.2K | 0.02% | 747 |
|
|
2016
Q4 | $401K | Buy |
5,242
+633
| +14% | +$48.4K | 0.02% | 717 |
|
|
2016
Q3 | $408K | Sell |
4,609
-296
| -6% | -$26.2K | 0.02% | 645 |
|
|
2016
Q2 | $446K | Buy |
4,905
+4,631
| +1,690% | +$421K | 0.02% | 587 |
|
|
2016
Q1 | $45K | Sell |
274
-4,058
| -94% | -$666K | 0.01% | 1005 |
|
|
2015
Q4 | $381K | Buy |
+4,332
| New | +$381K | 0.03% | 564 |
|