Legacy Financial Advisors’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-25,914
| Closed | -$267K | – | 371 |
|
|
2025
Q1 | $267K | Buy |
25,914
+2,317
| +10% | +$23.8K | 0.04% | 292 |
|
|
2024
Q4 | $225K | Buy |
23,597
+2,720
| +13% | +$25.9K | 0.04% | 312 |
|
|
2024
Q3 | $221K | Buy |
20,877
+969
| +5% | +$10.3K | 0.04% | 322 |
|
|
2024
Q2 | $164K | Buy |
19,908
+779
| +4% | +$6.44K | 0.03% | 321 |
|
|
2024
Q1 | $162K | Buy |
19,129
+2,030
| +12% | +$17.2K | 0.03% | 314 |
|
|
2023
Q4 | $141K | Buy |
17,099
+3,041
| +22% | +$25K | 0.03% | 291 |
|
|
2023
Q3 | $117K | Buy |
14,058
+1,962
| +16% | +$16.3K | 0.02% | 256 |
|
|
2023
Q2 | $101K | Buy |
12,096
+1,552
| +15% | +$13K | 0.02% | 256 |
|
|
2023
Q1 | $85.8K | Buy |
+10,544
| New | +$85.8K | 0.02% | 248 |
|