ACT Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,900
| Closed | -$689K | – | 47 |
|
|
2023
Q3 | $689K | Hold |
2,900
| – | – | 0.43% | 21 |
|
|
2023
Q2 | $631K | Hold |
2,900
| – | – | 0.42% | 16 |
|
|
2023
Q1 | $587K | Buy |
2,900
+1,899
| +190% | +$384K | 0.38% | 19 |
|
|
2022
Q4 | $216K | Sell |
1,001
-1
| -0.1% | -$216 | 0.14% | 31 |
|
|
2022
Q3 | $219K | Buy |
+1,002
| New | +$219K | 0.15% | 26 |
|
|
2022
Q1 | – | Sell |
-2,000
| Closed | -$320K | – | 31 |
|
|
2021
Q4 | $320K | Hold |
2,000
| – | – | 0.24% | 26 |
|
|
2021
Q3 | $314K | Hold |
2,000
| – | – | 0.24% | 27 |
|
|
2021
Q2 | $274K | Hold |
2,000
| – | – | 0.21% | 28 |
|
|
2021
Q1 | $305K | Hold |
2,000
| – | – | 0.24% | 26 |
|
|
2020
Q4 | $208K | Buy |
+2,000
| New | +$208K | 0.19% | 29 |
|