AGF Investments Inc’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $90.7M | Hold |
415,000
| – | – | 0.86% | 34 |
|
|
2022
Q2 | $76.6M | Buy |
415,000
+15,000
| +4% | +$2.77M | 0.68% | 52 |
|
|
2022
Q1 | $73.1M | Buy |
400,000
+77,817
| +24% | +$14.2M | 0.55% | 64 |
|
|
2021
Q4 | $51.6M | Hold |
322,183
| – | – | 0.37% | 90 |
|
|
2021
Q3 | $50.5M | Buy |
322,183
+103,060
| +47% | +$16.2M | 0.39% | 96 |
|
|
2021
Q2 | $29.6M | Buy |
219,123
+134,123
| +158% | +$18.1M | 0.22% | 128 |
|
|
2021
Q1 | $12.1M | Buy |
+85,000
| New | +$12.1M | 0.1% | 182 |
|
|
2020
Q1 | – | Sell |
-75,000
| Closed | -$6.92M | – | 806 |
|
|
2019
Q4 | $6.92M | Buy |
75,000
+25,000
| +50% | +$2.31M | 0.08% | 170 |
|
|
2019
Q3 | $4.1M | Hold |
50,000
| – | – | 0.05% | 193 |
|
|
2019
Q2 | $4.08M | Hold |
50,000
| – | – | 0.05% | 197 |
|
|
2019
Q1 | $3.48M | Buy |
+50,000
| New | +$3.48M | 0.04% | 212 |
|