Resurgent Financial Advisors’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-55
| Closed | -$28.1K | – | 358 |
|
2023
Q4 | $28.1K | Hold |
55
| – | – | 0.02% | 431 |
|
2023
Q3 | $21.2K | Hold |
55
| – | – | 0.01% | 468 |
|
2023
Q2 | $20.8K | Hold |
55
| – | – | 0.01% | 493 |
|
2023
Q1 | $20K | Sell |
55
-342
| -86% | -$125K | 0.01% | 482 |
|
2022
Q4 | $127K | Sell |
397
-471
| -54% | -$151K | 0.07% | 267 |
|
2022
Q3 | $242K | Buy |
868
+31
| +4% | +$8.64K | 0.16% | 153 |
|
2022
Q2 | $228K | Buy |
837
+16
| +2% | +$4.36K | 0.15% | 159 |
|
2022
Q1 | $300K | Buy |
+821
| New | +$300K | 0.19% | 124 |
|