Cetera Advisor Networks’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.2M | Buy |
8,335
+838
| +11% | +$221K | 0.01% | 973 |
|
|
2023
Q4 | $1.71M | Sell |
7,497
-264
| -3% | -$60.1K | 0.01% | 1045 |
|
|
2023
Q3 | $1.84M | Buy |
7,761
+680
| +10% | +$162K | 0.01% | 934 |
|
|
2023
Q2 | $1.54M | Buy |
7,081
+497
| +8% | +$108K | 0.01% | 993 |
|
|
2023
Q1 | $1.33M | Sell |
6,584
-601
| -8% | -$122K | 0.01% | 1061 |
|
|
2022
Q4 | $1.55M | Buy |
7,185
+3,113
| +76% | +$673K | 0.01% | 936 |
|
|
2022
Q3 | $890K | Sell |
4,072
-3
| -0.1% | -$656 | 0.01% | 936 |
|
|
2022
Q2 | $752K | Sell |
4,075
-89
| -2% | -$16.4K | 0.01% | 1029 |
|
|
2022
Q1 | $761K | Buy |
4,164
+222
| +6% | +$40.6K | 0.01% | 1045 |
|
|
2021
Q4 | $631K | Buy |
3,942
+1,552
| +65% | +$248K | 0.01% | 1133 |
|
|
2021
Q3 | $375K | Buy |
2,390
+216
| +10% | +$33.9K | 0.01% | 1389 |
|
|
2021
Q2 | $293K | Buy |
+2,174
| New | +$293K | ﹤0.01% | 1515 |
|
|
2020
Q3 | – | Sell |
-85
| Closed | -$7K | – | 2251 |
|
|
2020
Q2 | $7K | Buy |
+85
| New | +$7K | ﹤0.01% | 2864 |
|