IFP Advisors’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $42.3K | Buy |
4,078
+271
| +7% | +$2.81K | ﹤0.01% | 2137 |
|
2025
Q1 | $39.2K | Sell |
3,807
-4,144
| -52% | -$42.6K | ﹤0.01% | 2006 |
|
2024
Q4 | $75.9K | Buy |
7,951
+649
| +9% | +$6.19K | ﹤0.01% | 1610 |
|
2024
Q3 | $77.3K | Sell |
7,302
-3,707
| -34% | -$39.2K | ﹤0.01% | 1524 |
|
2024
Q2 | $90.9K | Buy |
11,009
+1,449
| +15% | +$12K | ﹤0.01% | 1413 |
|
2024
Q1 | $81.2K | Sell |
9,560
-707
| -7% | -$6K | ﹤0.01% | 1376 |
|
2023
Q4 | $84.5K | Buy |
10,267
+513
| +5% | +$4.22K | ﹤0.01% | 1318 |
|
2023
Q3 | $81.2K | Buy |
9,754
+3,922
| +67% | +$32.7K | ﹤0.01% | 1356 |
|
2023
Q2 | $48.9K | Sell |
5,832
-1,423
| -20% | -$11.9K | ﹤0.01% | 1615 |
|
2023
Q1 | $54.4K | Sell |
7,255
-10,403
| -59% | -$78K | ﹤0.01% | 1529 |
|
2022
Q4 | $148K | Buy |
+17,658
| New | +$148K | ﹤0.01% | 1516 |
|