Community Trust & Investment’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 | – | Sell |
-39,381
| Closed | -$8.56M | – | 116 |
|
|
2023
Q2 | $8.56M | Buy |
39,381
+76
| +0.2% | +$16.5K | 0.69% | 55 |
|
|
2023
Q1 | $7.96M | Sell |
39,305
-1,341
| -3% | -$271K | 0.68% | 55 |
|
|
2022
Q4 | $8.79M | Sell |
40,646
-979
| -2% | -$212K | 0.8% | 49 |
|
|
2022
Q3 | $9.09M | Sell |
41,625
-198
| -0.5% | -$43.3K | 0.87% | 44 |
|
|
2022
Q2 | $7.72M | Buy |
41,823
+326
| +0.8% | +$60.1K | 0.71% | 55 |
|
|
2022
Q1 | $7.58M | Buy |
41,497
+271
| +0.7% | +$49.5K | 0.67% | 53 |
|
|
2021
Q4 | $6.6M | Sell |
41,226
-100
| -0.2% | -$16K | 0.51% | 54 |
|
|
2021
Q3 | $6.48M | Buy |
+41,326
| New | +$6.48M | 0.54% | 54 |
|