Clark Capital Management Group’s LPL Financial LPLA Stock Holding History

Clark Capital Management Group’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-7,518	Closed	-$2.1M	–	418
2024 Q2	$2.1M	Buy	7,518 +1,811	+32%	+$492K	0.02%	237
2024 Q1	$1.51M	Buy	5,707 +2,033	+55%	+$513K	0.01%	265
2023 Q4	$836K	Sell	3,674 -4,262	-54%	-$958K	0.01%	285
2023 Q3	$1.89M	Buy	7,936 +278	+4%	+$64.6K	0.02%	224
2023 Q2	$1.67M	Sell	7,658 -818	-10%	-$164K	0.01%	229
2023 Q1	$1.72M	Buy	8,476 +310	+4%	+$70.9K	0.02%	228
2022 Q4	$1.77M	Buy	8,166 +241	+3%	+$56.3K	0.02%	223
2022 Q3	$1.73M	Buy	7,925 +39	+0.5%	+$8.29K	0.02%	216
2022 Q2	$1.46M	Buy	7,886 +113	+1%	+$21.5K	0.02%	220
2022 Q1	$1.42M	Buy	+7,773	New	+$1.35M	0.02%	255
2021 Q4	–	Sell	-21,031	Closed	-$3.3M	–	370
2021 Q3	$3.3M	Buy	21,031 +3,321	+19%	+$477K	0.05%	190
2021 Q2	$2.39M	Sell	17,710 -12,742	-42%	-$1.85M	0.03%	215
2021 Q1	$4.33M	Sell	30,452 -13,466	-31%	-$1.72M	0.07%	183
2020 Q4	$4.58M	Buy	43,918 +9,049	+26%	+$813K	0.08%	172
2020 Q3	$2.67M	Buy	34,869 +6,528	+23%	+$518K	0.05%	199
2020 Q2	$2.22M	Buy	+28,341	New	+$1.89M	0.04%	200
2020 Q1	–	Sell	-29,286	Closed	-$2.7M	–	305
2019 Q4	$2.7M	Sell	29,286 -25,228	-46%	-$2.17M	0.06%	169
2019 Q3	$4.46M	Sell	54,514 -1,308	-2%	-$105K	0.1%	143
2019 Q2	$4.55M	Sell	55,822 -2,152	-4%	-$170K	0.1%	149
2019 Q1	$4.04M	Buy	57,974 +18,109	+45%	+$1.31M	0.1%	141
2018 Q4	$2.44M	Sell	39,865 -30,498	-43%	-$1.86M	0.07%	158
2018 Q3	$4.54M	Buy	70,363 +4,067	+6%	+$270K	0.11%	132
2018 Q2	$4.34M	Buy	66,296 +19,828	+43%	+$1.3M	0.13%	129
2018 Q1	$2.84M	Buy	46,468 +6,554	+16%	+$406K	0.09%	144
2017 Q4	$2.28M	Sell	39,914 -34,018	-46%	-$1.79M	0.07%	149
2017 Q3	$3.81M	Buy	73,932 +17,561	+31%	+$808K	0.13%	122
2017 Q2	$2.39M	Buy	56,371 +48,442	+611%	+$1.97M	0.09%	147
2017 Q1	$316K	Buy	+7,929	New	+$312K	0.01%	253