Abner Herrman & Brock’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-16,225
Closed -$3.28M 105
2023
Q1
$3.28M Hold
16,225
0.5% 45
2022
Q4
$3.51M Buy
16,225
+13,750
+556% +$2.97M 0.54% 43
2022
Q3
$541K Buy
+2,475
New +$541K 0.1% 55