Souders Financial Advisors’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-19,469
| Closed | -$3M | – | 169 |
|
|
2024
Q1 | $3M | Buy |
19,469
+4,038
| +26% | +$622K | 0.47% | 62 |
|
|
2023
Q4 | $2.26M | Buy |
15,431
+680
| +5% | +$99.5K | 0.39% | 67 |
|
|
2023
Q3 | $2.13M | Buy |
14,751
+3,999
| +37% | +$578K | 0.41% | 68 |
|
|
2023
Q2 | $2.11M | Sell |
10,752
-303
| -3% | -$59.5K | 0.4% | 64 |
|
|
2023
Q1 | $2.72M | Buy |
11,055
+223
| +2% | +$55K | 0.58% | 60 |
|
|
2022
Q4 | $2.69M | Buy |
10,832
+421
| +4% | +$104K | 0.61% | 57 |
|
|
2022
Q3 | $2.25M | Buy |
10,411
+340
| +3% | +$73.4K | 0.61% | 59 |
|
|
2022
Q2 | $2.57M | Buy |
10,071
+485
| +5% | +$124K | 0.74% | 43 |
|
|
2022
Q1 | $2.61M | Buy |
9,586
+338
| +4% | +$92.1K | 0.75% | 44 |
|
|
2021
Q4 | $3.42M | Sell |
9,248
-205
| -2% | -$75.9K | 0.98% | 31 |
|
|
2021
Q3 | $2.84M | Buy |
9,453
+93
| +1% | +$27.9K | 0.91% | 37 |
|
|
2021
Q2 | $2.98M | Sell |
9,360
-678
| -7% | -$216K | 1% | 29 |
|
|
2021
Q1 | $2.92M | Buy |
10,038
+55
| +0.6% | +$16K | 1.14% | 28 |
|
|
2020
Q4 | $2.66M | Buy |
9,983
+114
| +1% | +$30.3K | 1.16% | 26 |
|
|
2020
Q3 | $2.44M | Buy |
9,869
+313
| +3% | +$77.4K | 1.15% | 28 |
|
|
2020
Q2 | $1.8M | Buy |
9,556
+4,748
| +99% | +$896K | 1.03% | 34 |
|
|
2020
Q1 | $766K | Buy |
+4,808
| New | +$766K | 0.68% | 40 |
|