Aquila Investment 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 |
-6,000
| Closed | -$1.68M | – | 68 |
|
|
2024
Q2 | $1.68M | Hold |
6,000
| – | – | 1.57% | 31 |
|
|
2024
Q1 | $1.59M | Hold |
6,000
| – | – | 1.35% | 33 |
|
|
2023
Q4 | $1.37M | Sell |
6,000
-2,000
| -25% | -$455K | 1.18% | 37 |
|
|
2023
Q3 | $1.9M | Buy |
8,000
+2,000
| +33% | +$475K | 1.75% | 18 |
|
|
2023
Q2 | $1.3M | Hold |
6,000
| – | – | 1.07% | 46 |
|
|
2023
Q1 | $1.21M | Hold |
6,000
| – | – | 1% | 47 |
|
|
2022
Q4 | $1.3M | Sell |
6,000
-3,000
| -33% | -$649K | 1% | 48 |
|
|
2022
Q3 | $1.97M | Hold |
9,000
| – | – | 1.47% | 26 |
|
|
2022
Q2 | $1.66M | Sell |
9,000
-7,000
| -44% | -$1.29M | 1.18% | 34 |
|
|
2022
Q1 | $2.92M | Hold |
16,000
| – | – | 1.66% | 18 |
|
|
2021
Q4 | $2.56M | Buy |
+16,000
| New | +$2.56M | 1.24% | 32 |
|