OneDigital Investment Advisors’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 | $1.24M | Buy |
5,205
+1,472
| +39% | +$350K | 0.01% | 569 |
|
|
2025
Q1 | $1.06M | Sell |
3,733
-113
| -3% | -$32K | 0.01% | 590 |
|
|
2024
Q4 | $1.47M | Sell |
3,846
-2,431
| -39% | -$930K | 0.02% | 511 |
|
|
2024
Q3 | $1.7M | Buy |
6,277
+4,024
| +179% | +$1.09M | 0.02% | 487 |
|
|
2024
Q2 | $673K | Buy |
2,253
+835
| +59% | +$249K | 0.01% | 772 |
|
|
2024
Q1 | $554K | Buy |
1,418
+10
| +0.7% | +$3.91K | 0.01% | 705 |
|
|
2023
Q4 | $720K | Sell |
1,408
-125
| -8% | -$63.9K | 0.01% | 583 |
|
|
2023
Q3 | $591K | Sell |
1,533
-81
| -5% | -$31.2K | 0.01% | 582 |
|
|
2023
Q2 | $611K | Sell |
1,614
-1,250
| -44% | -$473K | 0.01% | 565 |
|
|
2023
Q1 | $1.04M | Buy |
2,864
+1,095
| +62% | +$399K | 0.02% | 382 |
|
|
2022
Q4 | $567K | Buy |
1,769
+66
| +4% | +$21.1K | 0.02% | 487 |
|
|
2022
Q3 | $476K | Buy |
1,703
+918
| +117% | +$257K | 0.02% | 472 |
|
|
2022
Q2 | $214K | Sell |
785
-70
| -8% | -$19.1K | 0.01% | 642 |
|
|
2022
Q1 | $312K | Sell |
855
-180
| -17% | -$65.7K | 0.01% | 578 |
|
|
2021
Q4 | $405K | Buy |
1,035
+185
| +22% | +$72.4K | 0.01% | 502 |
|
|
2021
Q3 | $344K | Sell |
850
-36
| -4% | -$14.6K | 0.01% | 528 |
|
|
2021
Q2 | $323K | Sell |
886
-114
| -11% | -$41.6K | 0.01% | 526 |
|
|
2021
Q1 | $307K | Sell |
1,000
-175
| -15% | -$53.7K | 0.01% | 500 |
|
|
2020
Q4 | $409K | Buy |
1,175
+112
| +11% | +$39K | 0.02% | 393 |
|
|
2020
Q3 | $350K | Sell |
1,063
-1,566
| -60% | -$516K | 0.02% | 376 |
|
|
2020
Q2 | $820K | Buy |
2,629
+154
| +6% | +$48K | 0.06% | 231 |
|
|
2020
Q1 | $469K | Sell |
2,475
-811
| -25% | -$154K | 0.04% | 284 |
|
|
2019
Q4 | $761K | Sell |
3,286
-1,281
| -28% | -$297K | 0.06% | 229 |
|
|
2019
Q3 | $879K | Sell |
4,567
-98
| -2% | -$18.9K | 0.08% | 182 |
|
|
2019
Q2 | $840K | Buy |
4,665
+4,220
| +948% | +$760K | 0.07% | 177 |
|
|
2019
Q1 | $73K | Buy |
445
+60
| +16% | +$9.84K | 0.01% | 424 |
|
|
2018
Q4 | $47K | Sell |
385
-575
| -60% | -$70.2K | 0.01% | 472 |
|
|
2018
Q3 | $156K | Hold |
960
| – | – | 0.04% | 212 |
|
|
2018
Q2 | $120K | Sell |
960
-105
| -10% | -$13.1K | 0.03% | 307 |
|
|
2018
Q1 | $95K | Sell |
1,065
-120
| -10% | -$10.7K | 0.02% | 352 |
|
|
2017
Q4 | $93K | Sell |
1,185
-200
| -14% | -$15.7K | 0.01% | 357 |
|
|
2017
Q3 | $86K | Sell |
1,385
-300
| -18% | -$18.6K | 0.03% | 263 |
|
|
2017
Q2 | $101K | Buy |
+1,685
| New | +$101K | 0.03% | 312 |
|