Aperio Group’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $5.75M | Sell |
55,124
-545
| -1% | -$56.8K | 0.02% | 767 |
|
|
2020
Q3 | $4.27M | Buy |
55,669
+15,738
| +39% | +$1.21M | 0.01% | 795 |
|
|
2020
Q2 | $3.13M | Sell |
39,931
-8,578
| -18% | -$673K | 0.01% | 913 |
|
|
2020
Q1 | $2.64M | Sell |
48,509
-3,564
| -7% | -$194K | 0.01% | 899 |
|
|
2019
Q4 | $4.8M | Buy |
52,073
+831
| +2% | +$76.7K | 0.02% | 748 |
|
|
2019
Q3 | $4.2M | Sell |
51,242
-8,100
| -14% | -$663K | 0.02% | 763 |
|
|
2019
Q2 | $4.84M | Sell |
59,342
-5,437
| -8% | -$443K | 0.02% | 724 |
|
|
2019
Q1 | $4.51M | Buy |
64,779
+587
| +0.9% | +$40.9K | 0.02% | 735 |
|
|
2018
Q4 | $3.92M | Buy |
64,192
+18,410
| +40% | +$1.12M | 0.02% | 732 |
|
|
2018
Q3 | $2.95M | Buy |
45,782
+3,975
| +10% | +$256K | 0.01% | 863 |
|
|
2018
Q2 | $2.74M | Buy |
41,807
+10,431
| +33% | +$684K | 0.01% | 871 |
|
|
2018
Q1 | $1.92M | Buy |
31,376
+14,742
| +89% | +$900K | 0.01% | 1027 |
|
|
2017
Q4 | $950K | Sell |
16,634
-207
| -1% | -$11.8K | ﹤0.01% | 1329 |
|
|
2017
Q3 | $868K | Sell |
16,841
-8,554
| -34% | -$441K | ﹤0.01% | 1353 |
|
|
2017
Q2 | $1.08M | Sell |
25,395
-4,579
| -15% | -$194K | 0.01% | 1202 |
|
|
2017
Q1 | $1.19M | Buy |
29,974
+2,048
| +7% | +$81.6K | 0.01% | 1087 |
|
|
2016
Q4 | $983K | Buy |
27,926
+20,035
| +254% | +$705K | 0.01% | 1131 |
|
|
2016
Q3 | $236K | Buy |
+7,891
| New | +$236K | ﹤0.01% | 1855 |
|
|
2015
Q2 | – | Sell |
-4,689
| Closed | -$206K | – | 2023 |
|
|
2015
Q1 | $206K | Buy |
+4,689
| New | +$206K | ﹤0.01% | 1813 |
|