Stiles Financial Services’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 | $879K | Buy |
3,698
+457
| +14% | +$109K | 0.3% | 86 |
|
|
2025
Q1 | $917K | Buy |
3,241
+210
| +7% | +$59.4K | 0.35% | 82 |
|
|
2024
Q4 | $1.16M | Buy |
3,031
+377
| +14% | +$144K | 0.42% | 72 |
|
|
2024
Q3 | $720K | Buy |
2,654
+1,413
| +114% | +$383K | 0.25% | 90 |
|
|
2024
Q2 | $371K | Sell |
1,241
-200
| -14% | -$59.7K | 0.14% | 123 |
|
|
2024
Q1 | $563K | Hold |
1,441
| – | – | 0.23% | 100 |
|
|
2023
Q4 | $737K | Sell |
1,441
-655
| -31% | -$335K | 0.33% | 81 |
|
|
2023
Q3 | $808K | Sell |
2,096
-80
| -4% | -$30.8K | 0.42% | 71 |
|
|
2023
Q2 | $824K | Buy |
2,176
+80
| +4% | +$30.3K | 0.41% | 73 |
|
|
2023
Q1 | $763K | Hold |
2,096
| – | – | 0.41% | 74 |
|
|
2022
Q4 | $672K | Sell |
2,096
-15
| -0.7% | -$4.81K | 0.38% | 76 |
|
|
2022
Q3 | $590K | Hold |
2,111
| – | – | 0.36% | 74 |
|
|
2022
Q2 | $575K | Buy |
2,111
+141
| +7% | +$38.4K | 0.35% | 81 |
|
|
2022
Q1 | $720K | Buy |
1,970
+59
| +3% | +$21.6K | 0.36% | 77 |
|
|
2021
Q4 | $748K | Buy |
+1,911
| New | +$748K | 0.36% | 81 |
|