Stonegate Investment Group’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,420
| Closed | -$257K | – | 409 |
|
|
2024
Q2 | $257K | Buy |
2,420
+230
| +11% | +$24.5K | 0.01% | 285 |
|
|
2024
Q1 | $338K | Sell |
2,190
-980
| -31% | -$151K | 0.01% | 249 |
|
|
2023
Q4 | $464K | Sell |
3,170
-186
| -6% | -$27.2K | 0.02% | 214 |
|
|
2023
Q3 | $485K | Buy |
3,356
+572
| +21% | +$82.7K | 0.02% | 200 |
|
|
2023
Q2 | $547K | Buy |
2,784
+727
| +35% | +$143K | 0.02% | 198 |
|
|
2023
Q1 | $507K | Sell |
2,057
-9
| -0.4% | -$2.22K | 0.02% | 209 |
|
|
2022
Q4 | $513K | Buy |
2,066
+754
| +57% | +$187K | 0.02% | 204 |
|
|
2022
Q3 | $283K | Buy |
1,312
+333
| +34% | +$71.8K | 0.01% | 231 |
|
|
2022
Q2 | $249K | Sell |
979
-29
| -3% | -$7.38K | 0.01% | 248 |
|
|
2022
Q1 | $274K | Sell |
1,008
-54
| -5% | -$14.7K | 0.01% | 215 |
|
|
2021
Q4 | $393K | Buy |
+1,062
| New | +$393K | 0.02% | 193 |
|