Lake Street Advisors Group’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $167K | Sell |
17,545
-4,850
| -22% | -$46.3K | 0.01% | 573 |
|
|
2024
Q3 | $237K | Buy |
22,395
+1,143
| +5% | +$12.1K | 0.01% | 523 |
|
|
2024
Q2 | $176K | Sell |
21,252
-1,632
| -7% | -$13.5K | 0.01% | 540 |
|
|
2024
Q1 | $198K | Sell |
22,884
-8,362
| -27% | -$72.2K | 0.01% | 564 |
|
|
2023
Q4 | $257K | Sell |
31,246
-3,901
| -11% | -$32.1K | 0.01% | 483 |
|
|
2023
Q3 | $293K | Buy |
35,147
+7,986
| +29% | +$66.6K | 0.02% | 230 |
|
|
2023
Q2 | $228K | Buy |
27,161
+5,533
| +26% | +$46.4K | 0.01% | 235 |
|
|
2023
Q1 | $176K | Buy |
21,628
+6,510
| +43% | +$53K | 0.01% | 230 |
|
|
2022
Q4 | $121K | Sell |
15,118
-24,472
| -62% | -$196K | 0.01% | 229 |
|
|
2022
Q3 | $241K | Buy |
+39,590
| New | +$241K | 0.02% | 220 |
|