Trek Financial’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-21,202
| Closed | -$8.11M | – | 419 |
|
|
2024
Q4 | $8.11M | Sell |
21,202
-9,539
| -31% | -$3.65M | 0.61% | 41 |
|
|
2024
Q3 | $8.34M | Buy |
+30,741
| New | +$8.34M | 0.62% | 44 |
|
|
2024
Q1 | – | Sell |
-6,995
| Closed | -$3.58M | – | 416 |
|
|
2023
Q4 | $3.58M | Buy |
+6,995
| New | +$3.58M | 0.31% | 71 |
|