Advisor Group’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $539K | Buy |
5,852
+2,502
| +75% | +$230K | ﹤0.01% | 1610 |
|
|
2019
Q3 | $275K | Buy |
3,350
+2,151
| +179% | +$177K | ﹤0.01% | 2081 |
|
|
2019
Q2 | $99K | Sell |
1,199
-998
| -45% | -$82.4K | ﹤0.01% | 2867 |
|
|
2019
Q1 | $154K | Buy |
2,197
+1,198
| +120% | +$84K | ﹤0.01% | 2498 |
|
|
2018
Q4 | $62K | Sell |
999
-203
| -17% | -$12.6K | ﹤0.01% | 3037 |
|
|
2018
Q3 | $78K | Buy |
1,202
+582
| +94% | +$37.8K | ﹤0.01% | 2941 |
|
|
2018
Q2 | $41K | Sell |
620
-411
| -40% | -$27.2K | ﹤0.01% | 3250 |
|
|
2018
Q1 | $64K | Buy |
1,031
+112
| +12% | +$6.95K | ﹤0.01% | 2883 |
|
|
2017
Q4 | $51K | Buy |
919
+311
| +51% | +$17.3K | ﹤0.01% | 3061 |
|
|
2017
Q3 | $31K | Buy |
608
+92
| +18% | +$4.69K | ﹤0.01% | 3282 |
|
|
2017
Q2 | $21K | Sell |
516
-470
| -48% | -$19.1K | ﹤0.01% | 3476 |
|
|
2017
Q1 | $39K | Buy |
986
+94
| +11% | +$3.72K | ﹤0.01% | 2909 |
|
|
2016
Q4 | $31K | Buy |
892
+294
| +49% | +$10.2K | ﹤0.01% | 2940 |
|
|
2016
Q3 | $18K | Buy |
598
+365
| +157% | +$11K | ﹤0.01% | 3216 |
|
|
2016
Q2 | $3K | Buy |
+233
| New | +$3K | ﹤0.01% | 3966 |
|