Stratos Wealth Partners’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,807
| Closed | -$121K | – | 1446 |
|
|
2025
Q1 | $121K | Sell |
11,807
-4,202
| -26% | -$43.2K | ﹤0.01% | 1310 |
|
|
2024
Q4 | $153K | Buy |
16,009
+26
| +0.2% | +$248 | ﹤0.01% | 1381 |
|
|
2024
Q3 | $169K | Sell |
15,983
-499
| -3% | -$5.28K | ﹤0.01% | 1360 |
|
|
2024
Q2 | $136K | Sell |
16,482
-104
| -0.6% | -$859 | ﹤0.01% | 1308 |
|
|
2024
Q1 | $141K | Sell |
16,586
-2,000
| -11% | -$17K | ﹤0.01% | 1321 |
|
|
2023
Q4 | $153K | Buy |
18,586
+98
| +0.5% | +$807 | ﹤0.01% | 1300 |
|
|
2023
Q3 | $154K | Buy |
18,488
+956
| +5% | +$7.96K | ﹤0.01% | 1201 |
|
|
2023
Q2 | $147K | Buy |
17,532
+2,917
| +20% | +$24.4K | ﹤0.01% | 1126 |
|
|
2023
Q1 | $119K | Sell |
14,615
-4,048
| -22% | -$33K | ﹤0.01% | 1076 |
|
|
2022
Q4 | $149K | Sell |
18,663
-701
| -4% | -$5.61K | ﹤0.01% | 1071 |
|
|
2022
Q3 | $118K | Buy |
+19,364
| New | +$118K | ﹤0.01% | 1066 |
|