Aquila Investment Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.68M | Hold |
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|
2024
Q1 | $1.59M | Hold |
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|
2023
Q4 | $1.37M | Sell |
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|
2023
Q3 | $1.9M | Buy |
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|
2023
Q2 | $1.3M | Hold |
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|
2023
Q1 | $1.21M | Hold |
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|
2022
Q4 | $1.3M | Sell |
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|
2022
Q3 | $1.97M | Hold |
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|
2022
Q2 | $1.66M | Sell |
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|
2022
Q1 | $2.92M | Hold |
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|
2021
Q4 | $2.56M | Buy |
|