SOA Wealth Advisors’s Haleon HLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.1K | Hold |
1,935
| – | – | ﹤0.01% | 504 |
|
|
2025
Q1 | $19.9K | Hold |
1,935
| – | – | ﹤0.01% | 477 |
|
|
2024
Q4 | $18.5K | Hold |
1,935
| – | – | ﹤0.01% | 465 |
|
|
2024
Q3 | $20.5K | Hold |
1,935
| – | – | ﹤0.01% | 447 |
|
|
2024
Q2 | $16K | Sell |
1,935
-94
| -5% | -$776 | ﹤0.01% | 471 |
|
|
2024
Q1 | $17.2K | Hold |
2,029
| – | – | ﹤0.01% | 463 |
|
|
2023
Q4 | $16.7K | Hold |
2,029
| – | – | ﹤0.01% | 454 |
|
|
2023
Q3 | $16.9K | Sell |
2,029
-200
| -9% | -$1.67K | ﹤0.01% | 451 |
|
|
2023
Q2 | $18.7K | Hold |
2,229
| – | – | ﹤0.01% | 443 |
|
|
2023
Q1 | $18.1K | Hold |
2,229
| – | – | ﹤0.01% | 441 |
|
|
2022
Q4 | $17.8K | Buy |
+2,229
| New | +$17.8K | ﹤0.01% | 425 |
|