Alera Investment Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,057
| Closed | -$295K | – | 304 |
|
|
2024
Q2 | $295K | Sell |
1,057
-1,597
| -60% | -$446K | 0.04% | 198 |
|
|
2024
Q1 | $701K | Sell |
2,654
-38
| -1% | -$10K | 0.09% | 95 |
|
|
2023
Q4 | $613K | Sell |
2,692
-1,361
| -34% | -$310K | 0.08% | 104 |
|
|
2023
Q3 | $963K | Sell |
4,053
-15
| -0.4% | -$3.57K | 0.16% | 54 |
|
|
2023
Q2 | $885K | Buy |
4,068
+172
| +4% | +$37.4K | 0.19% | 64 |
|
|
2023
Q1 | $789K | Buy |
3,896
+43
| +1% | +$8.7K | 0.18% | 65 |
|
|
2022
Q4 | $833K | Sell |
3,853
-20
| -0.5% | -$4.32K | 0.2% | 57 |
|
|
2022
Q3 | $846K | Buy |
3,873
+1,112
| +40% | +$243K | 0.24% | 51 |
|
|
2022
Q2 | $510K | Buy |
+2,761
| New | +$510K | 0.14% | 103 |
|