Callodine 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
2022
Q2
Sell
-25,000
Closed -$4.57M 53
2022
Q1
$4.57M Buy
+25,000
New +$4.57M 1.47% 26
2021
Q1
Sell
-20,000
Closed -$2.08M 38
2020
Q4
$2.08M Hold
20,000
1.01% 27
2020
Q3
$1.53M Buy
+20,000
New +$1.53M 0.82% 28