LPL Financial’s Herbalife HLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,264
| Closed | -$110K | – | 5216 |
|
|
2024
Q3 | $110K | Sell |
15,264
-843
| -5% | -$6.06K | ﹤0.01% | 4776 |
|
|
2024
Q2 | $167K | Buy |
+16,107
| New | +$167K | ﹤0.01% | 4524 |
|
|
2021
Q4 | – | Sell |
-33,343
| Closed | -$1.41M | – | 4371 |
|
|
2021
Q3 | $1.41M | Buy |
33,343
+9,422
| +39% | +$399K | ﹤0.01% | 2317 |
|
|
2021
Q2 | $1.26M | Buy |
+23,921
| New | +$1.26M | ﹤0.01% | 2364 |
|
|
2014
Q2 | – | Sell |
-20,070
| Closed | -$575K | – | 2714 |
|
|
2014
Q1 | $575K | Sell |
20,070
-28,772
| -59% | -$824K | ﹤0.01% | 1638 |
|
|
2013
Q4 | $1.92M | Buy |
+48,842
| New | +$1.92M | 0.01% | 843 |
|