Independent Advisor Alliance’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
$643K Sell
2,707
-311
-10% -$73.9K 0.02% 514
2025
Q1
$854K Buy
3,018
+50
+2% +$14.2K 0.03% 401
2024
Q4
$1.13M Sell
2,968
-9
-0.3% -$3.44K 0.02% 697
2024
Q3
$808K Buy
2,977
+315
+12% +$85.5K 0.03% 364
2024
Q2
$795K Buy
2,662
+934
+54% +$279K 0.03% 369
2024
Q1
$675K Sell
1,728
-234
-12% -$91.4K 0.02% 392
2023
Q4
$1M Buy
1,962
+588
+43% +$301K 0.04% 310
2023
Q3
$530K Sell
1,374
-156
-10% -$60.1K 0.02% 401
2023
Q2
$579K Buy
1,530
+79
+5% +$29.9K 0.03% 401
2023
Q1
$528K Buy
+1,451
New +$528K 0.03% 411
2022
Q4
Sell
-1,129
Closed -$316K 533
2022
Q3
$316K Buy
1,129
+83
+8% +$23.2K 0.02% 469
2022
Q2
$285K Sell
1,046
-64
-6% -$17.4K 0.02% 496
2022
Q1
$405K Buy
1,110
+166
+18% +$60.6K 0.02% 445
2021
Q4
$370K Buy
944
+102
+12% +$40K 0.02% 465
2021
Q3
$341K Sell
842
-137
-14% -$55.5K 0.02% 464
2021
Q2
$357K Sell
979
-310
-24% -$113K 0.02% 472
2021
Q1
$395K Buy
+1,289
New +$395K 0.02% 422
2020
Q3
Sell
-765
Closed -$239K 511
2020
Q2
$239K Buy
+765
New +$239K 0.03% 400
2020
Q1
Sell
-869
Closed -$201K 658
2019
Q4
$201K Buy
+869
New +$201K 0.01% 822