Live Oak Private Wealth’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
$3.45M Sell
14,520
-107
-0.7% -$25.4K 0.51% 58
2025
Q1
$4.14M Buy
14,627
+917
+7% +$260K 0.67% 52
2024
Q4
$5.24M Buy
13,710
+74
+0.5% +$28.3K 0.88% 44
2024
Q3
$3.7M Buy
13,636
+665
+5% +$180K 0.6% 54
2024
Q2
$3.87M Buy
+12,971
New +$3.87M 0.67% 55