BPM
Bowling Portfolio Management’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $4.45M | Sell |
20,386
-241
| -1% | -$52.7K | 1.22% | 15 |
|
|
2022
Q2 | $3.81M | Sell |
20,627
-89
| -0.4% | -$16.4K | 0.96% | 23 |
|
|
2022
Q1 | $3.78M | Sell |
20,716
-138
| -0.7% | -$25.2K | 0.81% | 24 |
|
|
2021
Q4 | $3.34M | Sell |
20,854
-227
| -1% | -$36.3K | 0.69% | 30 |
|
|
2021
Q3 | $3.31M | Sell |
21,081
-65
| -0.3% | -$10.2K | 0.74% | 25 |
|
|
2021
Q2 | $2.85M | Buy |
21,146
+430
| +2% | +$58K | 0.64% | 32 |
|
|
2021
Q1 | $2.95M | Sell |
20,716
-1,770
| -8% | -$252K | 0.7% | 28 |
|
|
2020
Q4 | $2.34M | Sell |
22,486
-745
| -3% | -$77.6K | 0.55% | 38 |
|
|
2020
Q3 | $1.78M | Sell |
23,231
-1,609
| -6% | -$123K | 0.4% | 56 |
|
|
2020
Q2 | $1.95M | Sell |
24,840
-142
| -0.6% | -$11.1K | 0.42% | 64 |
|
|
2020
Q1 | $1.36M | Sell |
24,982
-871
| -3% | -$47.4K | 0.34% | 78 |
|
|
2019
Q4 | $2.39M | Sell |
25,853
-11,376
| -31% | -$1.05M | 0.41% | 72 |
|
|
2019
Q3 | $3.05M | Sell |
37,229
-1,442
| -4% | -$118K | 0.51% | 56 |
|
|
2019
Q2 | $3.15M | Buy |
38,671
+6,714
| +21% | +$548K | 0.52% | 59 |
|
|
2019
Q1 | $2.23M | Buy |
31,957
+25,331
| +382% | +$1.76M | 0.35% | 84 |
|
|
2018
Q4 | $405K | Sell |
6,626
-39
| -0.6% | -$2.38K | 0.07% | 301 |
|
|
2018
Q3 | $430K | Buy |
+6,665
| New | +$430K | 0.06% | 304 |
|