SFS
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Sowell Financial Services’s lululemon athletica LULU Stock Holding History

Sowell Financial Services’s Portfolio LULU Stock Details LULU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,016
Closed -$241K – 1110
2025
Q2 		$241K Sell
1,016
-1,826
-64% -$503K 0.01% 881
2025
Q1 		$805K Buy
+2,842
New +$1.04M 0.04% 450
2021
Q2 		– Sell
-782
Closed -$251K – 1789
2021
Q1 		$251K Sell
782
-128
-14% -$42K 0.01% 922
2020
Q4 		$317K Buy
910
+470
+107% +$163K 0.01% 675
2020
Q3 		$145K Sell
440
-1,091
-71% -$364K 0.01% 843
2020
Q2 		$478K Buy
1,531
+1,218
+389% +$311K 0.03% 469
2020
Q1 		$59K Sell
313
-958
-75% -$214K ﹤0.01% 999
2019
Q4 		$294K Buy
1,271
+1,211
+2,018% +$258K 0.02% 600
2019
Q3 		$12K Buy
+60
New +$11.2K ﹤0.01% 1474

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