Kestra Private Wealth Services’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
$2.89M Buy
12,155
+6,941
+133% +$1.65M 0.04% 403
2025
Q1
$1.48M Sell
5,214
-252
-5% -$71.3K 0.02% 546
2024
Q4
$2.09M Buy
5,466
+589
+12% +$225K 0.04% 427
2024
Q3
$1.32M Sell
4,877
-4,047
-45% -$1.1M 0.02% 529
2024
Q2
$2.67M Buy
8,924
+3,201
+56% +$956K 0.05% 327
2024
Q1
$2.24M Buy
5,723
+1,465
+34% +$572K 0.05% 346
2023
Q4
$2.18M Buy
4,258
+225
+6% +$115K 0.06% 327
2023
Q3
$1.56M Buy
4,033
+77
+2% +$29.7K 0.05% 358
2023
Q2
$1.5M Buy
3,956
+185
+5% +$70K 0.05% 351
2023
Q1
$1.37M Buy
3,771
+17
+0.5% +$6.19K 0.05% 343
2022
Q4
$1.2M Sell
3,754
-496
-12% -$159K 0.06% 328
2022
Q3
$1.19M Buy
4,250
+110
+3% +$30.7K 0.07% 303
2022
Q2
$1.13M Sell
4,140
-224
-5% -$61.1K 0.06% 317
2022
Q1
$1.59M Sell
4,364
-123
-3% -$44.9K 0.08% 257
2021
Q4
$1.76M Buy
4,487
+35
+0.8% +$13.7K 0.08% 253
2021
Q3
$1.8M Buy
4,452
+321
+8% +$130K 0.1% 222
2021
Q2
$1.51M Sell
4,131
-2
-0% -$730 0.09% 248
2021
Q1
$1.27M Sell
4,133
-212
-5% -$65K 0.09% 248
2020
Q4
$1.52M Buy
4,345
+754
+21% +$264K 0.11% 199
2020
Q3
$1.18M Buy
+3,591
New +$1.18M 0.1% 210