Aquatic Capital 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
Q3 | – | Sell |
-7,520
| Closed | -$2.1M | – | 1376 |
|
|
2024
Q2 | $2.1M | Buy |
+7,520
| New | +$2.1M | 0.08% | 255 |
|
|
2024
Q1 | – | Sell |
-44,400
| Closed | -$10.1M | – | 1456 |
|
|
2023
Q4 | $10.1M | Buy |
+44,400
| New | +$10.1M | 0.26% | 101 |
|
|
2023
Q2 | – | Sell |
-24,500
| Closed | -$4.96M | – | 1576 |
|
|
2023
Q1 | $4.96M | Buy |
+24,500
| New | +$4.96M | 0.31% | 92 |
|
|
2022
Q4 | – | Sell |
-24,100
| Closed | -$5.27M | – | 1617 |
|
|
2022
Q3 | $5.27M | Buy |
24,100
+22,800
| +1,754% | +$4.98M | 0.51% | 36 |
|
|
2022
Q2 | $240K | Buy |
+1,300
| New | +$240K | 0.08% | 294 |
|