Colony Group’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $809K | Sell |
3,403
-7
| -0.2% | -$1.66K | 0.01% | 464 |
|
|
2023
Q2 | $741K | Buy |
3,410
+7
| +0.2% | +$1.52K | 0.01% | 489 |
|
|
2023
Q1 | $689K | Sell |
3,403
-6
| -0.2% | -$1.22K | 0.01% | 508 |
|
|
2022
Q4 | $737K | Buy |
3,409
+9
| +0.3% | +$1.95K | 0.01% | 553 |
|
|
2022
Q3 | $743K | Sell |
3,400
-8
| -0.2% | -$1.75K | 0.01% | 496 |
|
|
2022
Q2 | $629K | Buy |
3,408
+1
| +0% | +$185 | 0.01% | 548 |
|
|
2022
Q1 | $622K | Buy |
+3,407
| New | +$622K | 0.01% | 580 |
|