AHL Partners’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $1.38M | Sell |
24,182
-102,250
| -81% | -$5.84M | 0.02% | 810 |
|
|
2017
Q3 | $6.52M | Sell |
126,432
-50,198
| -28% | -$2.59M | 0.12% | 313 |
|
|
2017
Q2 | $7.5M | Buy |
176,630
+93,387
| +112% | +$3.97M | 0.16% | 199 |
|
|
2017
Q1 | $3.32M | Buy |
83,243
+52,545
| +171% | +$2.09M | 0.07% | 474 |
|
|
2016
Q4 | $1.08M | Sell |
30,698
-4,120
| -12% | -$145K | 0.03% | 647 |
|
|
2016
Q3 | $1.04M | Buy |
+34,818
| New | +$1.04M | 0.04% | 590 |
|
|
2015
Q3 | – | Sell |
-119,468
| Closed | -$5.55M | – | 762 |
|
|
2015
Q2 | $5.55M | Buy |
119,468
+12,610
| +12% | +$586K | 0.22% | 138 |
|
|
2015
Q1 | $4.69M | Buy |
106,858
+44,210
| +71% | +$1.94M | 0.19% | 222 |
|
|
2014
Q4 | $2.79M | Sell |
62,648
-13,308
| -18% | -$593K | 0.14% | 273 |
|
|
2014
Q3 | $3.5M | Buy |
+75,956
| New | +$3.5M | 0.27% | 121 |
|