Bowling Portfolio 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $4.45M | Sell |
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|
2022
Q2 | $3.81M | Sell |
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|
2022
Q1 | $3.78M | Sell |
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|
2021
Q4 | $3.34M | Sell |
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|
2021
Q3 | $3.31M | Sell |
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|
2021
Q2 | $2.85M | Buy |
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|
2021
Q1 | $2.94M | Sell |
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|
2020
Q4 | $2.34M | Sell |
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|
2020
Q3 | $1.78M | Sell |
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|
2020
Q2 | $1.95M | Sell |
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|
2020
Q1 | $1.36M | Sell |
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|
2019
Q4 | $2.38M | Sell |
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|
2019
Q3 | $3.05M | Sell |
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|
2019
Q2 | $3.15M | Buy |
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|
2019
Q1 | $2.23M | Buy |
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|
2018
Q4 | $405K | Sell |
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|
2018
Q3 | $430K | Buy |
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