Compagnie Lombard Odier SCmA’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Hold |
0
| – | – | – | 486 |
|
|
2024
Q2 | – | Sell |
-23,210
| Closed | -$6.13M | – | 489 |
|
|
2024
Q1 | $6.13M | Buy |
23,210
+10,779
| +87% | +$2.85M | 0.11% | 94 |
|
|
2023
Q4 | $2.83M | Buy |
12,431
+2,716
| +28% | +$618K | 0.05% | 136 |
|
|
2023
Q3 | $2.31M | Buy |
9,715
+6,382
| +191% | +$1.52M | 0.05% | 127 |
|
|
2023
Q2 | $725K | Sell |
3,333
-3,322
| -50% | -$722K | 0.02% | 155 |
|
|
2023
Q1 | $1.35M | Sell |
6,655
-8,085
| -55% | -$1.64M | 0.03% | 145 |
|
|
2022
Q4 | $3.19M | Buy |
+14,740
| New | +$3.19M | 0.09% | 102 |
|