Brookfield Corp’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-52,177
| Closed | -$11.3M | – | 346 |
|
|
2023
Q2 | $11.3M | Buy |
+52,177
| New | +$11.3M | 0.04% | 145 |
|
|
2022
Q2 | – | Sell |
-4,717
| Closed | -$862K | – | 670 |
|
|
2022
Q1 | $862K | Buy |
+4,717
| New | +$862K | ﹤0.01% | 501 |
|
|
2021
Q2 | – | Sell |
-19,371
| Closed | -$2.75M | – | 591 |
|
|
2021
Q1 | $2.75M | Buy |
+19,371
| New | +$2.75M | 0.01% | 241 |
|
|
2020
Q3 | – | Sell |
-79,114
| Closed | -$6.2M | – | 421 |
|
|
2020
Q2 | $6.2M | Buy |
+79,114
| New | +$6.2M | 0.04% | 119 |
|