Steward Partners Investment Advisory’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.85M | Buy |
59,981
+33,685
| +128% | +$2.72M | 0.04% | 437 |
|
|
2025
Q1 | $1.74M | Sell |
26,296
-2,728
| -9% | -$180K | 0.02% | 704 |
|
|
2024
Q4 | $2.18M | Buy |
29,024
+4,395
| +18% | +$330K | 0.02% | 613 |
|
|
2024
Q3 | $2.46M | Sell |
24,629
-13,391
| -35% | -$1.33M | 0.02% | 562 |
|
|
2024
Q2 | $4.05M | Sell |
38,020
-31
| -0.1% | -$3.3K | 0.04% | 382 |
|
|
2024
Q1 | $5.87M | Buy |
38,051
+7,171
| +23% | +$1.11M | 0.06% | 300 |
|
|
2023
Q4 | $4.52M | Sell |
30,880
-2,486
| -7% | -$364K | 0.06% | 305 |
|
|
2023
Q3 | $4.82M | Sell |
33,366
-908
| -3% | -$131K | 0.07% | 262 |
|
|
2023
Q2 | $6.73M | Sell |
34,274
-10,606
| -24% | -$2.08M | 0.1% | 211 |
|
|
2023
Q1 | $11.1M | Buy |
44,880
+7,762
| +21% | +$1.91M | 0.18% | 127 |
|
|
2022
Q4 | $9.21M | Sell |
37,118
-2,050
| -5% | -$509K | 0.16% | 152 |
|
|
2022
Q3 | $8.46M | Buy |
39,168
+1,014
| +3% | +$219K | 0.16% | 152 |
|
|
2022
Q2 | $9.72M | Sell |
38,154
-537
| -1% | -$137K | 0.18% | 132 |
|
|
2022
Q1 | $10.5M | Sell |
38,691
-789
| -2% | -$215K | 0.16% | 143 |
|
|
2021
Q4 | $14.6M | Buy |
39,480
+3,375
| +9% | +$1.25M | 0.22% | 102 |
|
|
2021
Q3 | $10.8M | Buy |
36,105
+5,732
| +19% | +$1.72M | 0.19% | 130 |
|
|
2021
Q2 | $9.66M | Buy |
30,373
+1,495
| +5% | +$476K | 0.16% | 137 |
|
|
2021
Q1 | $8.4M | Sell |
28,878
-941
| -3% | -$274K | 0.15% | 156 |
|
|
2020
Q4 | $7.94M | Buy |
29,819
+301
| +1% | +$80.1K | 0.17% | 135 |
|
|
2020
Q3 | $6.44M | Buy |
29,518
+371
| +1% | +$81K | 0.16% | 142 |
|
|
2020
Q2 | $5.5M | Sell |
29,147
-125
| -0.4% | -$23.6K | 0.16% | 159 |
|
|
2020
Q1 | $4.66M | Buy |
29,272
+2,225
| +8% | +$355K | 0.17% | 149 |
|
|
2019
Q4 | $5.59M | Buy |
27,047
+1,554
| +6% | +$321K | 0.17% | 137 |
|
|
2019
Q3 | $5.07M | Buy |
25,493
+985
| +4% | +$196K | 0.17% | 137 |
|
|
2019
Q2 | $4.49M | Buy |
24,508
+7,012
| +40% | +$1.28M | 0.16% | 134 |
|
|
2019
Q1 | $2.9M | Sell |
17,496
-1,950
| -10% | -$323K | 0.12% | 173 |
|
|
2018
Q4 | $2.53M | Buy |
19,446
+3,524
| +22% | +$458K | 0.12% | 192 |
|
|
2018
Q3 | $2.31M | Buy |
15,922
+9,579
| +151% | +$1.39M | 0.11% | 199 |
|
|
2018
Q2 | $905K | Sell |
6,343
-316
| -5% | -$45.1K | 0.05% | 319 |
|
|
2018
Q1 | $997K | Buy |
6,659
+107
| +2% | +$16K | 0.07% | 268 |
|
|
2017
Q4 | $833K | Buy |
6,552
+568
| +9% | +$72.2K | 0.06% | 264 |
|
|
2017
Q3 | $645K | Buy |
5,984
+591
| +11% | +$63.7K | 0.07% | 254 |
|
|
2017
Q2 | $517K | Buy |
5,393
+1,540
| +40% | +$148K | 0.06% | 270 |
|
|
2017
Q1 | $326K | Buy |
3,853
+3,640
| +1,709% | +$308K | 0.05% | 258 |
|
|
2016
Q4 | $16K | Buy |
+213
| New | +$16K | 0.01% | 472 |
|