Sheaff Brock 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
Q1 | $593K | Buy |
2,095
+25
| +1% | +$7.08K | 0.05% | 236 |
|
|
2024
Q4 | $792K | Sell |
2,070
-75
| -3% | -$28.7K | 0.07% | 192 |
|
|
2024
Q3 | $582K | Buy |
2,145
+75
| +4% | +$20.4K | 0.05% | 237 |
|
|
2024
Q2 | $618K | Sell |
2,070
-133
| -6% | -$39.7K | 0.06% | 221 |
|
|
2024
Q1 | $860K | Buy |
2,203
+24
| +1% | +$9.37K | 0.05% | 207 |
|
|
2023
Q4 | $1.11M | Buy |
+2,179
| New | +$1.11M | 0.09% | 163 |
|
|
2023
Q2 | – | Sell |
-643
| Closed | -$234K | – | 504 |
|
|
2023
Q1 | $234K | Sell |
643
-40
| -6% | -$14.6K | 0.02% | 392 |
|
|
2022
Q4 | $219K | Buy |
+683
| New | +$219K | 0.02% | 395 |
|
|
2022
Q3 | – | Sell |
-736
| Closed | -$201K | – | 501 |
|
|
2022
Q2 | $201K | Buy |
736
+5
| +0.7% | +$1.37K | 0.02% | 417 |
|
|
2022
Q1 | $267K | Sell |
731
-80
| -10% | -$29.2K | 0.02% | 389 |
|
|
2021
Q4 | $317K | Buy |
811
+18
| +2% | +$7.04K | 0.02% | 357 |
|
|
2021
Q3 | $321K | Sell |
793
-35
| -4% | -$14.2K | 0.02% | 349 |
|
|
2021
Q2 | $302K | Sell |
828
-79
| -9% | -$28.8K | 0.02% | 361 |
|
|
2021
Q1 | $278K | Buy |
907
+7
| +0.8% | +$2.15K | 0.02% | 361 |
|
|
2020
Q4 | $313K | Buy |
900
+5
| +0.6% | +$1.74K | 0.03% | 319 |
|
|
2020
Q3 | $295K | Buy |
895
+30
| +3% | +$9.89K | 0.03% | 307 |
|
|
2020
Q2 | $270K | Buy |
+865
| New | +$270K | 0.03% | 319 |
|
|
2016
Q1 | – | Sell |
-6,200
| Closed | -$325K | – | 666 |
|
|
2015
Q4 | $325K | Buy |
+6,200
| New | +$325K | 0.04% | 390 |
|