Boston Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $8.15M | Buy |
99,471
+5,846
| +6% | +$479K | 0.43% | 56 |
|
|
2019
Q2 | $7.64M | Buy |
93,625
+3,048
| +3% | +$249K | 0.41% | 58 |
|
|
2019
Q1 | $6.31M | Buy |
90,577
+23,591
| +35% | +$1.64M | 0.32% | 83 |
|
|
2018
Q4 | $4.09M | Buy |
+66,986
| New | +$4.09M | 0.24% | 119 |
|
|
2015
Q1 | – | Sell |
-22,000
| Closed | -$980K | – | 665 |
|
|
2014
Q4 | $980K | Buy |
+22,000
| New | +$980K | 0.04% | 264 |
|
|
2014
Q3 | – | Sell |
-102,974
| Closed | -$5.12M | – | 590 |
|
|
2014
Q2 | $5.12M | Sell |
102,974
-313
| -0.3% | -$15.6K | 0.22% | 129 |
|
|
2014
Q1 | $5.43M | Buy |
103,287
+31,662
| +44% | +$1.66M | 0.24% | 118 |
|
|
2013
Q4 | $3.37M | Buy |
+71,625
| New | +$3.37M | 0.16% | 141 |
|