RDFA
Ritter Daniher Financial Advisory’s lululemon athletica LULU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.9K | Hold |
269
| – | – | 0.02% | 155 |
|
|
2025
Q1 | $76.1K | Hold |
269
| – | – | 0.02% | 129 |
|
|
2024
Q4 | $103K | Sell |
269
-170
| -39% | -$65K | 0.03% | 113 |
|
|
2024
Q3 | $119K | Hold |
439
| – | – | 0.03% | 107 |
|
|
2024
Q2 | $131K | Hold |
439
| – | – | 0.04% | 97 |
|
|
2024
Q1 | $171K | Hold |
439
| – | – | 0.06% | 85 |
|
|
2023
Q4 | $224K | Sell |
439
-60
| -12% | -$30.7K | 0.08% | 73 |
|
|
2023
Q3 | $192K | Buy |
499
+60
| +14% | +$23.1K | 0.08% | 70 |
|
|
2023
Q2 | $166K | Sell |
439
-51
| -10% | -$19.3K | 0.07% | 73 |
|
|
2023
Q1 | $178K | Sell |
490
-207
| -30% | -$75.4K | 0.08% | 72 |
|
|
2022
Q4 | $223K | Buy |
697
+207
| +42% | +$66.3K | 0.11% | 68 |
|
|
2022
Q3 | $137K | Hold |
490
| – | – | 0.1% | 73 |
|
|
2022
Q2 | $134K | Hold |
490
| – | – | 0.1% | 74 |
|
|
2022
Q1 | $179K | Hold |
490
| – | – | 0.12% | 61 |
|
|
2021
Q4 | $192K | Hold |
490
| – | – | 0.13% | 58 |
|
|
2021
Q3 | $198K | Hold |
490
| – | – | 0.14% | 60 |
|
|
2021
Q2 | $179K | Hold |
490
| – | – | 0.13% | 58 |
|
|
2021
Q1 | $150K | Hold |
490
| – | – | 0.12% | 58 |
|
|
2020
Q4 | $171K | Buy |
+490
| New | +$171K | 0.15% | 56 |
|