Aigen Investment Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,138
| Closed | -$963K | – | 883 |
|
|
2024
Q3 | $963K | Buy |
+4,138
| New | +$963K | 0.19% | 163 |
|
|
2024
Q1 | – | Sell |
-1,841
| Closed | -$419K | – | 873 |
|
|
2023
Q4 | $419K | Buy |
+1,841
| New | +$419K | 0.07% | 386 |
|
|
2023
Q1 | – | Sell |
-3,909
| Closed | -$845K | – | 733 |
|
|
2022
Q4 | $845K | Buy |
+3,909
| New | +$845K | 0.12% | 189 |
|
|
2020
Q3 | – | Sell |
-5,541
| Closed | -$434K | – | 1000 |
|
|
2020
Q2 | $434K | Buy |
5,541
+221
| +4% | +$17.3K | 0.06% | 509 |
|
|
2020
Q1 | $290K | Buy |
+5,320
| New | +$290K | 0.04% | 597 |
|