Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s lululemon athletica LULU Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio LULU Stock Details LULU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-6
Closed -$2.31K – 308
2023
Q3 		$2.31K Buy
+6
New +$2.29K ﹤0.01% 448

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Legacy Financial Group (Iowa)'s LULU Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of lululemon athletica (LULU) in Q4 2023, closing a stake of 6 shares — an estimated $2.31K sold.

Legacy Financial Group (Iowa) first reported a position in LULU in Q3 2023 and held it in 1 quarter. The position peaked at $2.31K in Q3 2023. 1,230 funds tracked by Wall St. Rank hold LULU as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining lululemon athletica position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 6 lululemon athletica shares in Q4 2023, an estimated $2.31K.
  • Legacy Financial Group (Iowa) first reported a position in lululemon athletica in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s lululemon athletica position peaked at $2.31K in Q3 2023.
  • 1,230 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.