Carillon Tower Advisers’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $116M | Buy |
1,109,701
+800,147
| +258% | +$83.4M | 0.7% | 26 |
|
|
2020
Q3 | $23.7M | Sell |
309,554
-306,423
| -50% | -$23.5M | 0.32% | 103 |
|
|
2020
Q2 | $48.3M | Buy |
615,977
+144,111
| +31% | +$11.3M | 0.37% | 87 |
|
|
2020
Q1 | $24.5M | Sell |
471,866
-43,744
| -8% | -$2.27M | 0.24% | 143 |
|
|
2019
Q4 | $47.6M | Hold |
515,610
| – | – | 0.32% | 103 |
|
|
2019
Q3 | $42.2M | Hold |
515,610
| – | – | 0.29% | 120 |
|
|
2019
Q2 | $42.1M | Buy |
515,610
+143,935
| +39% | +$11.7M | 0.29% | 122 |
|
|
2019
Q1 | $25.9M | Buy |
+371,675
| New | +$25.9M | 0.18% | 205 |
|