Argent Trust Co’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,190
| Closed | -$694K | – | 674 |
|
|
2023
Q2 | $694K | Sell |
3,190
-179
| -5% | -$38.9K | 0.04% | 340 |
|
|
2023
Q1 | $682K | Sell |
3,369
-44
| -1% | -$8.91K | 0.04% | 310 |
|
|
2022
Q4 | $738K | Hold |
3,413
| – | – | 0.05% | 288 |
|
|
2022
Q3 | $745K | Sell |
3,413
-13
| -0.4% | -$2.84K | 0.05% | 272 |
|
|
2022
Q2 | $632K | Sell |
3,426
-376
| -10% | -$69.4K | 0.04% | 309 |
|
|
2022
Q1 | $694K | Buy |
+3,802
| New | +$694K | 0.04% | 304 |
|