Connor, Clark & Lunn Investment Management (CC&L)’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-16,497
| Closed | -$3.57M | – | 1366 |
|
|
2022
Q4 | $3.57M | Buy |
16,497
+13,257
| +409% | +$2.87M | 0.02% | 423 |
|
|
2022
Q3 | $708K | Buy |
+3,240
| New | +$708K | ﹤0.01% | 732 |
|
|
2020
Q2 | – | Sell |
-9,880
| Closed | -$538K | – | 1115 |
|
|
2020
Q1 | $538K | Buy |
+9,880
| New | +$538K | ﹤0.01% | 678 |
|
|
2019
Q1 | – | Sell |
-33,900
| Closed | -$2.07M | – | 994 |
|
|
2018
Q4 | $2.07M | Sell |
33,900
-24,950
| -42% | -$1.52M | 0.01% | 409 |
|
|
2018
Q3 | $3.8M | Buy |
58,850
+16,100
| +38% | +$1.04M | 0.02% | 348 |
|
|
2018
Q2 | $2.8M | Buy |
+42,750
| New | +$2.8M | 0.02% | 405 |
|