Key Financial Inc’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.4K | Sell |
1,000
-1,108
| -53% | -$11.5K | ﹤0.01% | 847 |
|
2025
Q1 | $21.7K | Hold |
2,108
| – | – | ﹤0.01% | 649 |
|
2024
Q4 | $20.1K | Hold |
2,108
| – | – | ﹤0.01% | 655 |
|
2024
Q3 | $22.3K | Buy |
2,108
+932
| +79% | +$9.86K | ﹤0.01% | 630 |
|
2024
Q2 | $9.71K | Sell |
1,176
-1,108
| -49% | -$9.15K | ﹤0.01% | 790 |
|
2024
Q1 | $19.4K | Hold |
2,284
| – | – | ﹤0.01% | 617 |
|
2023
Q4 | $18.8K | Buy |
2,284
+1,108
| +94% | +$9.12K | 0.01% | 604 |
|
2023
Q3 | $9.8K | Hold |
1,176
| – | – | ﹤0.01% | 718 |
|
2023
Q2 | $9.86K | Hold |
1,176
| – | – | ﹤0.01% | 729 |
|
2023
Q1 | $9.57K | Buy |
1,176
+100
| +9% | +$814 | ﹤0.01% | 692 |
|
2022
Q4 | $6.55K | Hold |
1,076
| – | – | ﹤0.01% | 728 |
|
2022
Q3 | $7K | Buy |
+1,076
| New | +$7K | ﹤0.01% | 718 |
|