Steward Partners Investment Advisory’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Buy |
8,255
+545
| +7% | +$129K | 0.02% | 732 |
|
|
2025
Q1 | $2.18M | Sell |
7,710
-1,197
| -13% | -$339K | 0.02% | 643 |
|
|
2024
Q4 | $3.41M | Sell |
8,907
-2,156
| -19% | -$824K | 0.03% | 477 |
|
|
2024
Q3 | $3M | Buy |
11,063
+3,186
| +40% | +$865K | 0.03% | 504 |
|
|
2024
Q2 | $2.35M | Sell |
7,877
-27,510
| -78% | -$8.22M | 0.02% | 535 |
|
|
2024
Q1 | $13.8M | Buy |
35,387
+4,354
| +14% | +$1.7M | 0.15% | 144 |
|
|
2023
Q4 | $15.9M | Buy |
31,033
+4,001
| +15% | +$2.05M | 0.21% | 97 |
|
|
2023
Q3 | $10.4M | Buy |
27,032
+4,681
| +21% | +$1.81M | 0.16% | 135 |
|
|
2023
Q2 | $8.46M | Buy |
22,351
+676
| +3% | +$256K | 0.13% | 169 |
|
|
2023
Q1 | $7.89M | Buy |
21,675
+93
| +0.4% | +$33.9K | 0.13% | 177 |
|
|
2022
Q4 | $6.91M | Buy |
21,582
+263
| +1% | +$84.3K | 0.12% | 191 |
|
|
2022
Q3 | $5.96M | Buy |
21,319
+87
| +0.4% | +$24.3K | 0.11% | 196 |
|
|
2022
Q2 | $5.79M | Buy |
21,232
+230
| +1% | +$62.7K | 0.11% | 207 |
|
|
2022
Q1 | $7.67M | Sell |
21,002
-9,718
| -32% | -$3.55M | 0.12% | 191 |
|
|
2021
Q4 | $12M | Buy |
30,720
+39
| +0.1% | +$15.3K | 0.18% | 127 |
|
|
2021
Q3 | $12.4M | Buy |
30,681
+227
| +0.7% | +$91.9K | 0.21% | 114 |
|
|
2021
Q2 | $11.1M | Sell |
30,454
-145
| -0.5% | -$52.9K | 0.19% | 120 |
|
|
2021
Q1 | $9.39M | Buy |
30,599
+633
| +2% | +$194K | 0.16% | 142 |
|
|
2020
Q4 | $10.4M | Buy |
29,966
+1,493
| +5% | +$520K | 0.23% | 113 |
|
|
2020
Q3 | $9.38M | Buy |
28,473
+1,281
| +5% | +$422K | 0.24% | 111 |
|
|
2020
Q2 | $8.48M | Buy |
27,192
+7,070
| +35% | +$2.21M | 0.24% | 110 |
|
|
2020
Q1 | $3.81M | Sell |
20,122
-1,258
| -6% | -$238K | 0.14% | 170 |
|
|
2019
Q4 | $4.95M | Buy |
21,380
+7,057
| +49% | +$1.63M | 0.15% | 156 |
|
|
2019
Q3 | $2.76M | Buy |
14,323
+314
| +2% | +$60.4K | 0.09% | 225 |
|
|
2019
Q2 | $2.52M | Buy |
14,009
+6,929
| +98% | +$1.25M | 0.09% | 222 |
|
|
2019
Q1 | $1.16M | Sell |
7,080
-126
| -2% | -$20.6K | 0.05% | 327 |
|
|
2018
Q4 | $876K | Buy |
7,206
+6,375
| +767% | +$775K | 0.04% | 358 |
|
|
2018
Q3 | $135K | Buy |
831
+253
| +44% | +$41.1K | 0.01% | 830 |
|
|
2018
Q2 | $72K | Buy |
578
+463
| +403% | +$57.7K | ﹤0.01% | 957 |
|
|
2018
Q1 | $10K | Hold |
115
| – | – | ﹤0.01% | 1573 |
|
|
2017
Q4 | $9K | Hold |
115
| – | – | ﹤0.01% | 1373 |
|
|
2017
Q3 | $7K | Hold |
115
| – | – | ﹤0.01% | 1207 |
|
|
2017
Q2 | $6K | Sell |
115
-205
| -64% | -$10.7K | ﹤0.01% | 1176 |
|
|
2017
Q1 | $16K | Buy |
320
+115
| +56% | +$5.75K | ﹤0.01% | 818 |
|
|
2016
Q4 | $13K | Buy |
+205
| New | +$13K | 0.01% | 517 |
|