Steward Partners Investment Advisory’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Sell |
32,913
-12,831
| -28% | -$133K | ﹤0.01% | 1493 |
|
|
2025
Q1 | $471K | Buy |
45,744
+221
| +0.5% | +$2.27K | ﹤0.01% | 1252 |
|
|
2024
Q4 | $434K | Buy |
45,523
+30,276
| +199% | +$289K | ﹤0.01% | 1230 |
|
|
2024
Q3 | $161K | Buy |
15,247
+384
| +3% | +$4.06K | ﹤0.01% | 1636 |
|
|
2024
Q2 | $123K | Buy |
14,863
+832
| +6% | +$6.87K | ﹤0.01% | 1679 |
|
|
2024
Q1 | $119K | Sell |
14,031
-292
| -2% | -$2.48K | ﹤0.01% | 1676 |
|
|
2023
Q4 | $118K | Sell |
14,323
-654
| -4% | -$5.38K | ﹤0.01% | 1609 |
|
|
2023
Q3 | $125K | Buy |
14,977
+1,585
| +12% | +$13.2K | ﹤0.01% | 1475 |
|
|
2023
Q2 | $112K | Sell |
13,392
-3,521
| -21% | -$29.5K | ﹤0.01% | 1533 |
|
|
2023
Q1 | $138K | Sell |
16,913
-3,155
| -16% | -$25.7K | ﹤0.01% | 1446 |
|
|
2022
Q4 | $161K | Sell |
20,068
-3,742
| -16% | -$29.9K | ﹤0.01% | 1339 |
|
|
2022
Q3 | $145K | Buy |
+23,810
| New | +$145K | ﹤0.01% | 1340 |
|