Kestra Private Wealth Services’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 | $391K | Buy |
4,843
+1,292
| +36% | +$104K | 0.01% | 1145 |
|
|
2025
Q1 | $234K | Buy |
3,551
+612
| +21% | +$40.4K | ﹤0.01% | 1310 |
|
|
2024
Q4 | $220K | Buy |
2,939
+680
| +30% | +$51K | ﹤0.01% | 1273 |
|
|
2024
Q3 | $225K | Buy |
2,259
+306
| +16% | +$30.5K | ﹤0.01% | 1215 |
|
|
2024
Q2 | $208K | Sell |
1,953
-7
| -0.4% | -$745 | ﹤0.01% | 1224 |
|
|
2024
Q1 | $302K | Sell |
1,960
-408
| -17% | -$62.9K | 0.01% | 1009 |
|
|
2023
Q4 | $346K | Sell |
2,368
-272
| -10% | -$39.8K | 0.01% | 885 |
|
|
2023
Q3 | $382K | Buy |
2,640
+196
| +8% | +$28.3K | 0.01% | 763 |
|
|
2023
Q2 | $480K | Buy |
2,444
+108
| +5% | +$21.2K | 0.02% | 654 |
|
|
2023
Q1 | $576K | Sell |
2,336
-987
| -30% | -$243K | 0.02% | 561 |
|
|
2022
Q4 | $825K | Sell |
3,323
-129
| -4% | -$32K | 0.04% | 405 |
|
|
2022
Q3 | $745K | Buy |
3,452
+237
| +7% | +$51.1K | 0.04% | 397 |
|
|
2022
Q2 | $819K | Sell |
3,215
-251
| -7% | -$63.9K | 0.05% | 374 |
|
|
2022
Q1 | $944K | Sell |
3,466
-1,225
| -26% | -$334K | 0.05% | 392 |
|
|
2021
Q4 | $1.74M | Buy |
4,691
+48
| +1% | +$17.8K | 0.08% | 259 |
|
|
2021
Q3 | $1.39M | Buy |
4,643
+960
| +26% | +$288K | 0.08% | 282 |
|
|
2021
Q2 | $1.17M | Buy |
3,683
+56
| +2% | +$17.8K | 0.07% | 295 |
|
|
2021
Q1 | $1.06M | Buy |
3,627
+710
| +24% | +$207K | 0.07% | 277 |
|
|
2020
Q4 | $766K | Buy |
+2,917
| New | +$766K | 0.06% | 334 |
|