Valeo 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 | $951K | Sell |
4,002
-343
| -8% | -$81.5K | 0.02% | 308 |
|
|
2025
Q1 | $1.23M | Buy |
4,345
+158
| +4% | +$44.7K | 0.03% | 221 |
|
|
2024
Q4 | $1.6M | Buy |
4,187
+329
| +9% | +$126K | 0.04% | 176 |
|
|
2024
Q3 | $1.05M | Sell |
3,858
-23
| -0.6% | -$6.24K | 0.03% | 253 |
|
|
2024
Q2 | $1.16M | Buy |
3,881
+464
| +14% | +$139K | 0.04% | 216 |
|
|
2024
Q1 | $1.25M | Buy |
3,417
+1,692
| +98% | +$617K | 0.04% | 200 |
|
|
2023
Q4 | $882K | Buy |
1,725
+363
| +27% | +$186K | 0.04% | 244 |
|
|
2023
Q3 | $525K | Buy |
1,362
+370
| +37% | +$143K | 0.02% | 320 |
|
|
2023
Q2 | $376K | Sell |
992
-1,722
| -63% | -$652K | 0.02% | 376 |
|
|
2023
Q1 | $988K | Buy |
2,714
+1,761
| +185% | +$641K | 0.05% | 215 |
|
|
2022
Q4 | $305K | Buy |
953
+183
| +24% | +$58.6K | 0.02% | 384 |
|
|
2022
Q3 | $215K | Sell |
770
-204
| -21% | -$57K | 0.01% | 419 |
|
|
2022
Q2 | $266K | Sell |
974
-1,566
| -62% | -$428K | 0.02% | 372 |
|
|
2022
Q1 | $928K | Buy |
2,540
+1,408
| +124% | +$514K | 0.05% | 207 |
|
|
2021
Q4 | $443K | Buy |
1,132
+591
| +109% | +$231K | 0.02% | 324 |
|
|
2021
Q3 | $219K | Buy |
+541
| New | +$219K | 0.01% | 453 |
|
|
2021
Q2 | – | Sell |
-389
| Closed | -$119K | – | 1169 |
|
|
2021
Q1 | $119K | Buy |
389
+89
| +30% | +$27.2K | 0.01% | 543 |
|
|
2020
Q4 | $104K | Buy |
300
+49
| +20% | +$17K | 0.01% | 545 |
|
|
2020
Q3 | $83K | Sell |
251
-841
| -77% | -$278K | 0.01% | 502 |
|
|
2020
Q2 | $341K | Buy |
1,092
+826
| +311% | +$258K | 0.03% | 228 |
|
|
2020
Q1 | $53K | Buy |
266
+43
| +19% | +$8.57K | 0.01% | 566 |
|
|
2019
Q4 | $52K | Hold |
223
| – | – | 0.01% | 623 |
|
|
2019
Q3 | $43K | Buy |
223
+205
| +1,139% | +$39.5K | ﹤0.01% | 642 |
|
|
2019
Q2 | $3K | Sell |
18
-10
| -36% | -$1.67K | ﹤0.01% | 1332 |
|
|
2019
Q1 | $5K | Sell |
28
-40
| -59% | -$7.14K | ﹤0.01% | 1162 |
|
|
2018
Q4 | $8K | Buy |
68
+50
| +278% | +$5.88K | ﹤0.01% | 937 |
|
|
2018
Q3 | $3K | Hold |
18
| – | – | ﹤0.01% | 1347 |
|
|
2018
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 1350 |
|
|
2018
Q1 | $2K | Hold |
18
| – | – | ﹤0.01% | 1335 |
|
|
2017
Q4 | $1K | Sell |
18
-1,043
| -98% | -$57.9K | ﹤0.01% | 1288 |
|
|
2017
Q3 | $66K | Buy |
+1,061
| New | +$66K | 0.01% | 356 |
|