American International Group’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-1,257
| Closed | -$332K | – | 1518 |
|
2024
Q1 | $332K | Sell |
1,257
-18
| -1% | -$4.76K | ﹤0.01% | 1866 |
|
2023
Q4 | $290K | Sell |
1,275
-81
| -6% | -$18.4K | ﹤0.01% | 1959 |
|
2023
Q3 | $322K | Sell |
1,356
-94
| -6% | -$22.3K | ﹤0.01% | 1852 |
|
2023
Q2 | $315K | Buy |
1,450
+266
| +22% | +$57.8K | ﹤0.01% | 1923 |
|
2023
Q1 | $240K | Sell |
1,184
-35
| -3% | -$7.08K | ﹤0.01% | 2015 |
|
2022
Q4 | $264K | Sell |
1,219
-28
| -2% | -$6.05K | ﹤0.01% | 1990 |
|
2022
Q3 | $272K | Buy |
1,247
+4
| +0.3% | +$872 | ﹤0.01% | 1974 |
|
2022
Q2 | $229K | Sell |
1,243
-269
| -18% | -$49.6K | ﹤0.01% | 2103 |
|
2022
Q1 | $276K | Buy |
1,512
+1
| +0.1% | +$183 | ﹤0.01% | 2055 |
|
2021
Q4 | $242K | Sell |
1,511
-52
| -3% | -$8.33K | ﹤0.01% | 2258 |
|
2021
Q3 | $245K | Sell |
1,563
-119
| -7% | -$18.7K | ﹤0.01% | 2306 |
|
2021
Q2 | $227 | Buy |
1,682
+678
| +68% | +$92 | ﹤0.01% | 2431 |
|
2021
Q1 | $143 | Sell |
1,004
-89
| -8% | -$13 | ﹤0.01% | 2539 |
|
2020
Q4 | $114 | Sell |
1,093
-11
| -1% | -$1 | ﹤0.01% | 2588 |
|
2020
Q3 | $85K | Sell |
1,104
-11
| -1% | -$847 | ﹤0.01% | 2609 |
|
2020
Q2 | $87K | Sell |
1,115
-715
| -39% | -$55.8K | ﹤0.01% | 2615 |
|
2020
Q1 | $100K | Sell |
1,830
-89
| -5% | -$4.86K | ﹤0.01% | 2304 |
|
2019
Q4 | $177K | Sell |
1,919
-81
| -4% | -$7.47K | ﹤0.01% | 2293 |
|
2019
Q3 | $164K | Sell |
2,000
-31
| -2% | -$2.54K | ﹤0.01% | 2306 |
|
2019
Q2 | $166K | Buy |
2,031
+23
| +1% | +$1.88K | ﹤0.01% | 2357 |
|
2019
Q1 | $140K | Sell |
2,008
-71
| -3% | -$4.95K | ﹤0.01% | 2422 |
|
2018
Q4 | $127K | Sell |
2,079
-57
| -3% | -$3.48K | ﹤0.01% | 2465 |
|
2018
Q3 | $138K | Hold |
2,136
| – | – | ﹤0.01% | 2652 |
|
2018
Q2 | $140K | Buy |
2,136
+121
| +6% | +$7.93K | ﹤0.01% | 2584 |
|
2018
Q1 | $123K | Sell |
2,015
-76
| -4% | -$4.64K | ﹤0.01% | 2549 |
|
2017
Q4 | $119K | Buy |
+2,091
| New | +$119K | ﹤0.01% | 2640 |
|
2017
Q3 | – | Sell |
-2,140
| Closed | -$91K | – | 2935 |
|
2017
Q2 | $91K | Sell |
2,140
-98
| -4% | -$4.17K | ﹤0.01% | 2783 |
|
2017
Q1 | $89K | Sell |
2,238
-238
| -10% | -$9.47K | ﹤0.01% | 2648 |
|
2016
Q4 | $87K | Sell |
2,476
-98
| -4% | -$3.44K | ﹤0.01% | 2678 |
|
2016
Q3 | $77K | Sell |
2,574
-193
| -7% | -$5.77K | ﹤0.01% | 2755 |
|
2016
Q2 | $62.3K | Buy |
2,767
+659
| +31% | +$14.8K | ﹤0.01% | 2883 |
|
2016
Q1 | $53K | Hold |
2,108
| – | – | ﹤0.01% | 3854 |
|
2015
Q4 | $89K | Buy |
2,108
+10
| +0.5% | +$422 | ﹤0.01% | 3556 |
|
2015
Q3 | $83K | Buy |
2,098
+170
| +9% | +$6.73K | ﹤0.01% | 3617 |
|
2015
Q2 | $89.6K | Sell |
1,928
-200
| -9% | -$9.3K | ﹤0.01% | 3746 |
|
2015
Q1 | $93.3K | Buy |
2,128
+68
| +3% | +$2.98K | ﹤0.01% | 3619 |
|
2014
Q4 | $91.8K | Buy |
2,060
+423
| +26% | +$18.8K | ﹤0.01% | 3646 |
|
2014
Q3 | $75.4K | Buy |
1,637
+59
| +4% | +$2.72K | ﹤0.01% | 3761 |
|
2014
Q2 | $78.5K | Buy |
1,578
+351
| +29% | +$17.5K | ﹤0.01% | 3750 |
|
2014
Q1 | $64.5K | Hold |
1,227
| – | – | ﹤0.01% | 3727 |
|
2013
Q4 | $57.7K | Sell |
1,227
-659
| -35% | -$31K | ﹤0.01% | 3710 |
|
2013
Q3 | $72.3K | Buy |
1,886
+847
| +82% | +$32.4K | ﹤0.01% | 3534 |
|
2013
Q2 | $39.2K | Buy |
+1,039
| New | +$39.2K | ﹤0.01% | 3695 |
|