Kestra Advisory Services’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $622K | Buy |
59,977
+6,225
| +12% | +$64.6K | ﹤0.01% | 1818 |
|
|
2025
Q1 | $553K | Sell |
53,752
-2,443
| -4% | -$25.1K | ﹤0.01% | 1760 |
|
|
2024
Q4 | $536K | Buy |
56,195
+6,388
| +13% | +$60.9K | ﹤0.01% | 1819 |
|
|
2024
Q3 | $527K | Sell |
49,807
-892
| -2% | -$9.44K | ﹤0.01% | 1730 |
|
|
2024
Q2 | $388K | Buy |
50,699
+3,364
| +7% | +$25.7K | ﹤0.01% | 1939 |
|
|
2024
Q1 | $402K | Buy |
47,335
+3,170
| +7% | +$26.9K | ﹤0.01% | 1805 |
|
|
2023
Q4 | $363K | Buy |
44,165
+10,440
| +31% | +$85.9K | ﹤0.01% | 1724 |
|
|
2023
Q3 | $281K | Sell |
33,725
-4,818
| -13% | -$40.1K | ﹤0.01% | 1696 |
|
|
2023
Q2 | $323K | Buy |
38,543
+3,015
| +8% | +$25.3K | ﹤0.01% | 1569 |
|
|
2023
Q1 | $289K | Sell |
35,528
-34,295
| -49% | -$279K | ﹤0.01% | 1585 |
|
|
2022
Q4 | $559K | Sell |
69,823
-630
| -0.9% | -$5.04K | 0.01% | 1349 |
|
|
2022
Q3 | $429K | Buy |
+70,453
| New | +$429K | ﹤0.01% | 1401 |
|