Achmea Investment Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,286
| Closed | -$917K | – | 426 |
|
|
2024
Q2 | $917K | Sell |
3,286
-747
| -19% | -$208K | 0.02% | 357 |
|
|
2024
Q1 | $1.07M | Hold |
4,033
| – | – | 0.02% | 357 |
|
|
2023
Q4 | $918K | Buy |
+4,033
| New | +$918K | 0.02% | 396 |
|
|
2023
Q3 | – | Sell |
-1,761
| Closed | -$383K | – | 574 |
|
|
2023
Q2 | $383K | Hold |
1,761
| – | – | 0.01% | 508 |
|
|
2023
Q1 | $356K | Sell |
1,761
-4,669
| -73% | -$944K | 0.01% | 482 |
|
|
2022
Q4 | $1.3M | Hold |
6,430
| – | – | 0.04% | 354 |
|
|
2022
Q3 | $1.41M | Buy |
6,430
+6,284
| +4,304% | +$1.37M | 0.05% | 336 |
|
|
2022
Q2 | $27K | Buy |
+146
| New | +$27K | ﹤0.01% | 580 |
|