CAM
Congress Asset Management’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-15,683
| Closed | -$3.43M | – | 381 |
|
|
2022
Q3 | $3.43M | Buy |
15,683
+1,599
| +11% | +$349K | 0.04% | 230 |
|
|
2022
Q2 | $2.6M | Buy |
14,084
+515
| +4% | +$95K | 0.02% | 256 |
|
|
2022
Q1 | $2.48M | Buy |
13,569
+534
| +4% | +$97.6K | 0.02% | 269 |
|
|
2021
Q4 | $2.09M | Buy |
13,035
+261
| +2% | +$41.8K | 0.02% | 277 |
|
|
2021
Q3 | $2M | Buy |
12,774
+120
| +0.9% | +$18.8K | 0.02% | 262 |
|
|
2021
Q2 | $1.71M | Sell |
12,654
-10,611
| -46% | -$1.43M | 0.01% | 277 |
|
|
2021
Q1 | $3.31M | Buy |
23,265
+1,907
| +9% | +$271K | 0.03% | 233 |
|
|
2020
Q4 | $2.23M | Buy |
21,358
+2,082
| +11% | +$217K | 0.02% | 236 |
|
|
2020
Q3 | $1.48M | Sell |
19,276
-1,974
| -9% | -$151K | 0.02% | 240 |
|
|
2020
Q2 | $1.67M | Buy |
21,250
+4,197
| +25% | +$329K | 0.02% | 239 |
|
|
2020
Q1 | $928K | Sell |
17,053
-14,910
| -47% | -$811K | 0.01% | 253 |
|
|
2019
Q4 | $2.95M | Sell |
31,963
-9,505
| -23% | -$877K | 0.04% | 225 |
|
|
2019
Q3 | $3.4M | Sell |
41,468
-4,175
| -9% | -$342K | 0.04% | 223 |
|
|
2019
Q2 | $3.72M | Hold |
45,643
| – | – | 0.05% | 220 |
|
|
2019
Q1 | $3.18M | Sell |
45,643
-765
| -2% | -$53.3K | 0.04% | 230 |
|
|
2018
Q4 | $2.84M | Buy |
46,408
+1,965
| +4% | +$120K | 0.04% | 235 |
|
|
2018
Q3 | $2.87M | Buy |
44,443
+4,175
| +10% | +$269K | 0.04% | 249 |
|
|
2018
Q2 | $2.64M | Sell |
40,268
-1,187
| -3% | -$77.8K | 0.04% | 243 |
|
|
2018
Q1 | $2.53M | Buy |
41,455
+770
| +2% | +$47K | 0.04% | 247 |
|
|
2017
Q4 | $2.33M | Sell |
40,685
-715
| -2% | -$40.9K | 0.03% | 247 |
|
|
2017
Q3 | $2.14M | Buy |
+41,400
| New | +$2.14M | 0.03% | 249 |
|