Baker Avenue Asset Management’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-33
Closed -$7.88K 989
2023
Q3
$7.88K Buy
33
+5
+18% +$1.19K ﹤0.01% 813
2023
Q2
$6.12K Sell
28
-60
-68% -$13.1K ﹤0.01% 816
2023
Q1
$17.8K Sell
88
-42
-32% -$8.52K ﹤0.01% 679
2022
Q4
$28.1K Buy
+130
New +$28.1K ﹤0.01% 568