U.S. Global Investors (USGI)’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 | $760K | Buy |
+3,200
| New | +$760K | 0.09% | 76 |
|
|
2024
Q4 | – | Sell |
-4,750
| Closed | -$1.29M | – | 137 |
|
|
2024
Q3 | $1.29M | Sell |
4,750
-800
| -14% | -$217K | 0.12% | 57 |
|
|
2024
Q2 | $1.66M | Buy |
5,550
+1,850
| +50% | +$553K | 0.16% | 48 |
|
|
2024
Q1 | $1.45M | Buy |
3,700
+3,400
| +1,133% | +$1.33M | 0.12% | 48 |
|
|
2023
Q4 | $153K | Buy |
+300
| New | +$153K | 0.01% | 106 |
|
|
2023
Q3 | – | Sell |
-2,650
| Closed | -$1M | – | 136 |
|
|
2023
Q2 | $1M | Buy |
+2,650
| New | +$1M | 0.06% | 56 |
|
|
2021
Q3 | – | Sell |
-1,563
| Closed | -$570K | – | 156 |
|
|
2021
Q2 | $570K | Buy |
+1,563
| New | +$570K | 0.02% | 83 |
|
|
2020
Q4 | – | Sell |
-2,050
| Closed | -$675K | – | 185 |
|
|
2020
Q3 | $675K | Buy |
+2,050
| New | +$675K | 0.05% | 68 |
|