Jones Financial Companies’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.18M | Buy |
306,291
+70,407
| +30% | +$731K | ﹤0.01% | 626 |
|
|
2025
Q1 | $2.42M | Buy |
235,884
+73,697
| +45% | +$755K | ﹤0.01% | 609 |
|
|
2024
Q4 | $1.55M | Buy |
162,187
+59,006
| +57% | +$563K | ﹤0.01% | 629 |
|
|
2024
Q3 | $1.1M | Buy |
103,181
+52,545
| +104% | +$560K | ﹤0.01% | 586 |
|
|
2024
Q2 | $418K | Buy |
50,636
+43,213
| +582% | +$357K | ﹤0.01% | 607 |
|
|
2024
Q1 | $63K | Buy |
7,423
+5,816
| +362% | +$49.4K | ﹤0.01% | 689 |
|
|
2023
Q4 | $13.2K | Hold |
1,607
| – | – | ﹤0.01% | 641 |
|
|
2023
Q3 | $13.4K | Buy |
1,607
+422
| +36% | +$3.52K | ﹤0.01% | 463 |
|
|
2023
Q2 | $9.93K | Sell |
1,185
-300
| -20% | -$2.51K | ﹤0.01% | 466 |
|
|
2023
Q1 | $12.1K | Buy |
1,485
+300
| +25% | +$2.44K | ﹤0.01% | 456 |
|
|
2022
Q4 | $9K | Buy |
+1,185
| New | +$9K | ﹤0.01% | 484 |
|