Schechter Investment Advisors’s lululemon athletica LULU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$204K Sell
719
-964
-57% -$273K 0.02% 551
2024
Q4
$644K Buy
1,683
+97
+6% +$37.1K 0.05% 332
2024
Q3
$430K Sell
1,586
-253
-14% -$68.7K 0.03% 428
2024
Q2
$549K Sell
1,839
-496
-21% -$148K 0.04% 351
2024
Q1
$912K Sell
2,335
-87
-4% -$34K 0.07% 260
2023
Q4
$1.24M Sell
2,422
-62
-2% -$31.7K 0.11% 188
2023
Q3
$958K Buy
2,484
+206
+9% +$79.4K 0.09% 230
2023
Q2
$862K Buy
2,278
+108
+5% +$40.9K 0.08% 269
2023
Q1
$790K Buy
2,170
+176
+9% +$64.1K 0.07% 305
2022
Q4
$639K Buy
1,994
+944
+90% +$302K 0.06% 427
2022
Q3
$293K Buy
1,050
+6
+0.6% +$1.67K 0.03% 711
2022
Q2
$284K Buy
1,044
+105
+11% +$28.6K 0.03% 726
2022
Q1
$343K Buy
+939
New +$343K 0.03% 651