Concourse Financial Group Securities’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,555
| Closed | -$912K | – | 4760 |
|
|
2024
Q4 | $912K | Sell |
2,555
-8
| -0.3% | -$2.85K | 0.05% | 346 |
|
|
2024
Q3 | $596K | Sell |
2,563
-44
| -2% | -$10.2K | 0.04% | 419 |
|
|
2024
Q2 | $728K | Sell |
2,607
-26
| -1% | -$7.26K | 0.05% | 359 |
|
|
2024
Q1 | $696K | Sell |
2,633
-51
| -2% | -$13.5K | 0.04% | 377 |
|
|
2023
Q4 | $611K | Sell |
2,684
-1,540
| -36% | -$351K | 0.04% | 392 |
|
|
2023
Q3 | $1M | Sell |
4,224
-283
| -6% | -$67.3K | 0.08% | 255 |
|
|
2023
Q2 | $980K | Sell |
4,507
-11
| -0.2% | -$2.39K | 0.07% | 275 |
|
|
2023
Q1 | $914K | Sell |
4,518
-66
| -1% | -$13.4K | 0.07% | 281 |
|
|
2022
Q4 | $991K | Sell |
4,584
-300
| -6% | -$64.9K | 0.08% | 257 |
|
|
2022
Q3 | $1.07M | Buy |
4,884
+859
| +21% | +$188K | 0.1% | 199 |
|
|
2022
Q2 | $743K | Buy |
4,025
+2,871
| +249% | +$530K | 0.06% | 312 |
|
|
2022
Q1 | $211K | Sell |
1,154
-171
| -13% | -$31.3K | 0.02% | 618 |
|
|
2021
Q4 | $212K | Sell |
1,325
-54
| -4% | -$8.64K | 0.01% | 705 |
|
|
2021
Q3 | $216K | Buy |
1,379
+255
| +23% | +$39.9K | 0.01% | 697 |
|
|
2021
Q2 | $152K | Sell |
1,124
-49
| -4% | -$6.63K | 0.01% | 811 |
|
|
2021
Q1 | $167K | Buy |
1,173
+26
| +2% | +$3.7K | 0.01% | 739 |
|
|
2020
Q4 | $120K | Buy |
1,147
+69
| +6% | +$7.22K | 0.01% | 808 |
|
|
2020
Q3 | $83K | Buy |
1,078
+207
| +24% | +$15.9K | 0.01% | 854 |
|
|
2020
Q2 | $68K | Buy |
871
+313
| +56% | +$24.4K | 0.01% | 854 |
|
|
2020
Q1 | $30K | Sell |
558
-136
| -20% | -$7.31K | ﹤0.01% | 1088 |
|
|
2019
Q4 | $64K | Buy |
694
+254
| +58% | +$23.4K | 0.01% | 861 |
|
|
2019
Q3 | $36K | Buy |
440
+7
| +2% | +$573 | 0.01% | 733 |
|
|
2019
Q2 | $35K | Sell |
433
-60
| -12% | -$4.85K | ﹤0.01% | 1009 |
|
|
2019
Q1 | $34K | Buy |
493
+205
| +71% | +$14.1K | ﹤0.01% | 1028 |
|
|
2018
Q4 | $17K | Buy |
288
+60
| +26% | +$3.54K | ﹤0.01% | 1226 |
|
|
2018
Q3 | $15K | Buy |
+228
| New | +$15K | ﹤0.01% | 957 |
|