United Capital Financial Advisors’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 | $509K | Sell |
2,142
-2,593
| -55% | -$616K | ﹤0.01% | 765 |
|
|
2025
Q1 | $1.34M | Sell |
4,735
-233
| -5% | -$66K | 0.01% | 502 |
|
|
2024
Q4 | $1.9M | Buy |
4,968
+278
| +6% | +$106K | 0.02% | 424 |
|
|
2024
Q3 | $1.27M | Buy |
4,690
+1,566
| +50% | +$425K | 0.01% | 492 |
|
|
2024
Q2 | $933K | Sell |
3,124
-4,519
| -59% | -$1.35M | 0.01% | 537 |
|
|
2024
Q1 | $2.99M | Sell |
7,643
-1,650
| -18% | -$645K | 0.02% | 351 |
|
|
2023
Q4 | $4.75M | Sell |
9,293
-8,206
| -47% | -$4.2M | 0.04% | 297 |
|
|
2023
Q3 | $6.75M | Buy |
17,499
+1,325
| +8% | +$511K | 0.04% | 266 |
|
|
2023
Q2 | $6.12M | Buy |
16,174
+1,222
| +8% | +$463K | 0.03% | 288 |
|
|
2023
Q1 | $5.45M | Buy |
14,952
+55
| +0.4% | +$20K | 0.03% | 309 |
|
|
2022
Q4 | $4.77M | Buy |
14,897
+5,325
| +56% | +$1.71M | 0.03% | 332 |
|
|
2022
Q3 | $2.68M | Sell |
9,572
-754
| -7% | -$211K | 0.02% | 422 |
|
|
2022
Q2 | $2.82M | Sell |
10,326
-1,873
| -15% | -$511K | 0.02% | 431 |
|
|
2022
Q1 | $4.46M | Sell |
12,199
-884
| -7% | -$323K | 0.02% | 381 |
|
|
2021
Q4 | $5.12M | Buy |
13,083
+171
| +1% | +$66.9K | 0.02% | 370 |
|
|
2021
Q3 | $5.23M | Sell |
12,912
-28
| -0.2% | -$11.3K | 0.03% | 368 |
|
|
2021
Q2 | $4.72M | Buy |
12,940
+406
| +3% | +$148K | 0.02% | 383 |
|
|
2021
Q1 | $3.84M | Sell |
12,534
-3,110
| -20% | -$954K | 0.02% | 395 |
|
|
2020
Q4 | $5.45M | Buy |
15,644
+14,214
| +994% | +$4.95M | 0.03% | 342 |
|
|
2020
Q3 | $471K | Sell |
1,430
-297
| -17% | -$97.8K | ﹤0.01% | 838 |
|
|
2020
Q2 | $539K | Buy |
1,727
+178
| +11% | +$55.6K | ﹤0.01% | 834 |
|
|
2020
Q1 | $294K | Sell |
1,549
-593
| -28% | -$113K | ﹤0.01% | 973 |
|
|
2019
Q4 | $496K | Buy |
2,142
+55
| +3% | +$12.7K | ﹤0.01% | 984 |
|
|
2019
Q3 | $402K | Sell |
2,087
-861
| -29% | -$166K | ﹤0.01% | 999 |
|
|
2019
Q2 | $531K | Buy |
2,948
+215
| +8% | +$38.7K | ﹤0.01% | 1021 |
|
|
2019
Q1 | $448K | Buy |
2,733
+891
| +48% | +$146K | ﹤0.01% | 1005 |
|
|
2018
Q4 | $224K | Buy |
1,842
+102
| +6% | +$12.4K | ﹤0.01% | 1162 |
|
|
2018
Q3 | $283K | Sell |
1,740
-334
| -16% | -$54.3K | ﹤0.01% | 1129 |
|
|
2018
Q2 | $259K | Sell |
2,074
-1,920
| -48% | -$240K | ﹤0.01% | 1141 |
|
|
2018
Q1 | $356K | Buy |
3,994
+103
| +3% | +$9.18K | ﹤0.01% | 1040 |
|
|
2017
Q4 | $310K | Buy |
+3,891
| New | +$310K | ﹤0.01% | 1102 |
|