Pin Oak Investment 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 | $30K | Hold |
2,990
| – | – | 0.03% | 235 |
|
|
2025
Q1 | $31K | Hold |
2,990
| – | – | 0.02% | 226 |
|
|
2024
Q4 | $32K | Hold |
2,990
| – | – | 0.03% | 226 |
|
|
2024
Q3 | $31K | Hold |
2,990
| – | – | 0.03% | 231 |
|
|
2024
Q2 | $25K | Buy |
2,990
+510
| +21% | +$4.26K | 0.02% | 234 |
|
|
2024
Q1 | $21K | Hold |
2,480
| – | – | 0.02% | 258 |
|
|
2023
Q4 | $20K | Hold |
2,480
| – | – | 0.02% | 265 |
|
|
2023
Q3 | $21K | Buy |
2,480
+1,074
| +76% | +$9.09K | 0.02% | 244 |
|
|
2023
Q2 | $12K | Buy |
+1,406
| New | +$12K | 0.01% | 300 |
|