Aperio Group’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $5.75M | Sell |
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|
2020
Q3 | $4.27M | Buy |
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|
2020
Q2 | $3.13M | Sell |
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|
2020
Q1 | $2.64M | Sell |
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|
2019
Q4 | $4.8M | Buy |
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|
2019
Q3 | $4.2M | Sell |
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|
2019
Q2 | $4.84M | Sell |
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|
2019
Q1 | $4.51M | Buy |
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|
2018
Q4 | $3.92M | Buy |
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|
2018
Q3 | $2.95M | Buy |
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|
2018
Q2 | $2.74M | Buy |
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|
2018
Q1 | $1.92M | Buy |
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|
2017
Q4 | $950K | Sell |
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|
2017
Q3 | $868K | Sell |
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|
2017
Q2 | $1.08M | Sell |
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|
2017
Q1 | $1.19M | Buy |
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|
2016
Q4 | $983K | Buy |
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|
2016
Q3 | $236K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $206K | Buy |
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