Bingham Osborn & Scarborough’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-5,915
| Closed | -$235K | – | 112 |
|
|
2015
Q3 | $235K | Hold |
5,915
| – | – | 0.03% | 97 |
|
|
2015
Q2 | $275K | Hold |
5,915
| – | – | 0.03% | 93 |
|
|
2015
Q1 | $259K | Hold |
5,915
| – | – | 0.03% | 98 |
|
|
2014
Q4 | $264K | Hold |
5,915
| – | – | 0.03% | 98 |
|
|
2014
Q3 | $272K | Hold |
5,915
| – | – | 0.03% | 96 |
|
|
2014
Q2 | $294K | Hold |
5,915
| – | – | 0.04% | 85 |
|
|
2014
Q1 | $311K | Hold |
5,915
| – | – | 0.04% | 82 |
|
|
2013
Q4 | $278K | Sell |
5,915
-7,442
| -56% | -$350K | 0.04% | 81 |
|
|
2013
Q3 | $512K | Buy |
+13,357
| New | +$512K | 0.08% | 50 |
|