BTC Capital Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,197
| Closed | -$241K | – | 246 |
|
|
2023
Q1 | $241K | Sell |
1,197
-551
| -32% | -$111K | 0.03% | 214 |
|
|
2022
Q4 | $378K | Sell |
1,748
-249
| -12% | -$53.8K | 0.05% | 183 |
|
|
2022
Q3 | $436K | Sell |
1,997
-43
| -2% | -$9.39K | 0.06% | 161 |
|
|
2022
Q2 | $375K | Sell |
2,040
-259
| -11% | -$47.6K | 0.05% | 182 |
|
|
2022
Q1 | $420K | Sell |
2,299
-164
| -7% | -$30K | 0.04% | 199 |
|
|
2021
Q4 | $394K | Buy |
+2,463
| New | +$394K | 0.04% | 211 |
|
|
2021
Q2 | – | Sell |
-1,653
| Closed | -$234K | – | 226 |
|
|
2021
Q1 | $234K | Buy |
+1,653
| New | +$234K | 0.03% | 216 |
|