CGIM
Cannon Global Investment Management’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,300
| Closed | -$500K | – | 40 |
|
|
2023
Q2 | $500K | Buy |
+2,300
| New | +$500K | 2.6% | 14 |
|
|
2023
Q1 | – | Sell |
-12,800
| Closed | -$2.77M | – | 11 |
|
|
2022
Q4 | $2.77M | Sell |
12,800
-13,700
| -52% | -$2.96M | 4.11% | 9 |
|
|
2022
Q3 | $5.79M | Buy |
+26,500
| New | +$5.79M | 9.35% | 3 |
|