AXQ Capital’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 |
-4,193
| Closed | -$1.17M | – | 527 |
|
|
2024
Q2 | $1.17M | Buy |
4,193
+2,976
| +245% | +$831K | 0.27% | 124 |
|
|
2024
Q1 | $322K | Sell |
1,217
-2,358
| -66% | -$623K | 0.08% | 415 |
|
|
2023
Q4 | $814K | Sell |
3,575
-1,025
| -22% | -$233K | 0.22% | 164 |
|
|
2023
Q3 | $1.09M | Buy |
+4,600
| New | +$1.09M | 0.38% | 78 |
|
|
2023
Q1 | – | Sell |
-976
| Closed | -$211K | – | 568 |
|
|
2022
Q4 | $211K | Buy |
+976
| New | +$211K | 0.15% | 263 |
|