Cigna Investments’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Buy |
786
+40
| +5% | +$15K | 0.05% | 346 |
|
|
2025
Q1 | $244K | Hold |
746
| – | – | 0.05% | 384 |
|
|
2024
Q4 | $244K | Buy |
+746
| New | +$244K | 0.04% | 391 |
|
|
2024
Q3 | – | Sell |
-782
| Closed | -$219K | – | 473 |
|
|
2024
Q2 | $219K | Sell |
782
-17
| -2% | -$4.76K | 0.04% | 404 |
|
|
2024
Q1 | $211K | Buy |
+799
| New | +$211K | 0.04% | 429 |
|
|
2023
Q4 | – | Sell |
-868
| Closed | -$206K | – | 441 |
|
|
2023
Q3 | $206K | Buy |
+868
| New | +$206K | 0.05% | 394 |
|