Bogle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $451K | Sell |
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|
2020
Q3 | $391K | Buy |
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|
2020
Q2 | $329K | Buy |
|
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $367K | Buy |
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|
2018
Q4 | – | Sell |
|
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|
2018
Q3 | $1.48M | Sell |
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|
2018
Q2 | $5.3M | Buy |
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|
2018
Q1 | $2.85M | Buy |
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|
2017
Q4 | $1.86M | Sell |
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|
2017
Q3 | $12.6M | Sell |
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|
2017
Q2 | $13.3M | Buy |
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|
2017
Q1 | $1.3M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $2.1M | Sell |
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|
2013
Q4 | $2.13M | Sell |
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|
2013
Q3 | $4.3M | Buy |
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|
2013
Q2 | $2.43M | Buy |
|