Clinton Group’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-21,106
| Closed | -$743K | – | 991 |
|
|
2016
Q4 | $743K | Buy |
21,106
+8,042
| +62% | +$283K | 0.04% | 463 |
|
|
2016
Q3 | $391K | Buy |
+13,064
| New | +$391K | 0.02% | 731 |
|
|
2016
Q2 | – | Sell |
-31,342
| Closed | -$777K | – | 979 |
|
|
2016
Q1 | $777K | Buy |
31,342
+18,261
| +140% | +$453K | 0.05% | 484 |
|
|
2015
Q4 | $558K | Buy |
+13,081
| New | +$558K | 0.05% | 489 |
|
|
2015
Q3 | – | Sell |
-8,648
| Closed | -$402K | – | 775 |
|
|
2015
Q2 | $402K | Buy |
8,648
+1,703
| +25% | +$79.2K | 0.06% | 410 |
|
|
2015
Q1 | $305K | Buy |
+6,945
| New | +$305K | 0.08% | 355 |
|
|
2014
Q4 | – | Sell |
-6,438
| Closed | -$296K | – | 528 |
|
|
2014
Q3 | $296K | Buy |
+6,438
| New | +$296K | 0.12% | 272 |
|
|
2014
Q2 | – | Sell |
-4,433
| Closed | -$233K | – | 379 |
|
|
2014
Q1 | $233K | Buy |
+4,433
| New | +$233K | 0.09% | 299 |
|