Advisory Research’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-970
| Closed | -$210K | – | 387 |
|
|
2022
Q4 | $210K | Sell |
970
-1,448
| -60% | -$313K | 0.02% | 332 |
|
|
2022
Q3 | $528K | Buy |
2,418
+835
| +53% | +$182K | 0.05% | 233 |
|
|
2022
Q2 | $292K | Buy |
+1,583
| New | +$292K | 0.03% | 278 |
|
|
2020
Q1 | – | Sell |
-4,062
| Closed | -$375K | – | 323 |
|
|
2019
Q4 | $375K | Sell |
4,062
-1,481
| -27% | -$137K | 0.02% | 265 |
|
|
2019
Q3 | $454K | Sell |
5,543
-310
| -5% | -$25.4K | 0.02% | 259 |
|
|
2019
Q2 | $477K | Buy |
5,853
+924
| +19% | +$75.3K | 0.01% | 308 |
|
|
2019
Q1 | $343K | Buy |
+4,929
| New | +$343K | 0.01% | 315 |
|