Cornercap Investment Counsel’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,598
| Closed | -$1.21M | – | 659 |
|
|
2024
Q1 | $1.21M | Buy |
4,598
+15
| +0.3% | +$3.96K | 0.19% | 162 |
|
|
2023
Q4 | $1.04M | Buy |
4,583
+117
| +3% | +$26.6K | 0.17% | 233 |
|
|
2023
Q3 | $1.06M | Buy |
4,466
+79
| +2% | +$18.8K | 0.19% | 155 |
|
|
2023
Q2 | $954K | Buy |
4,387
+473
| +12% | +$103K | 0.17% | 262 |
|
|
2023
Q1 | $792K | Buy |
3,914
+105
| +3% | +$21.3K | 0.14% | 327 |
|
|
2022
Q4 | $823K | Buy |
+3,809
| New | +$823K | 0.14% | 320 |
|