Capital Asset Advisory Services’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 |
-1,053
| Closed | -$232K | – | 331 |
|
|
2023
Q2 | $232K | Sell |
1,053
-174
| -14% | -$38.4K | 0.02% | 298 |
|
|
2023
Q1 | $248K | Sell |
1,227
-554
| -31% | -$112K | 0.02% | 297 |
|
|
2022
Q4 | $421K | Sell |
1,781
-2,226
| -56% | -$526K | 0.03% | 228 |
|
|
2022
Q3 | $875K | Sell |
4,007
-2,038
| -34% | -$445K | 0.11% | 100 |
|
|
2022
Q2 | $1.12M | Buy |
6,045
+132
| +2% | +$24.3K | 0.12% | 109 |
|
|
2022
Q1 | $1.08M | Buy |
5,913
+854
| +17% | +$156K | 0.11% | 131 |
|
|
2021
Q4 | $810K | Buy |
5,059
+170
| +3% | +$27.2K | 0.09% | 176 |
|
|
2021
Q3 | $766K | Buy |
4,889
+5
| +0.1% | +$783 | 0.09% | 180 |
|
|
2021
Q2 | $659K | Buy |
4,884
+624
| +15% | +$84.2K | 0.07% | 200 |
|
|
2021
Q1 | $606K | Buy |
4,260
+3,993
| +1,496% | +$568K | 0.09% | 210 |
|
|
2020
Q4 | $28K | Buy |
+267
| New | +$28K | 0.01% | 760 |
|