Cornerstone Investment Partners’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 |
-963
| Closed | -$254K | – | 249 |
|
|
2024
Q1 | $254K | Sell |
963
-49
| -5% | -$12.9K | 0.01% | 141 |
|
|
2023
Q4 | $230K | Sell |
1,012
-490
| -33% | -$112K | 0.01% | 154 |
|
|
2023
Q3 | $357K | Sell |
1,502
-167,721
| -99% | -$39.9M | 0.02% | 93 |
|
|
2023
Q2 | $36.8M | Sell |
169,223
-1,847
| -1% | -$402K | 2.26% | 24 |
|
|
2023
Q1 | $34.6M | Sell |
171,070
-11,902
| -7% | -$2.41M | 2.29% | 28 |
|
|
2022
Q4 | $39.6M | Sell |
182,972
-940
| -0.5% | -$203K | 2.54% | 22 |
|
|
2022
Q3 | $40.2M | Buy |
183,912
+668
| +0.4% | +$146K | 2.88% | 18 |
|
|
2022
Q2 | $33.8M | Sell |
183,244
-426
| -0.2% | -$78.6K | 2.27% | 25 |
|
|
2022
Q1 | $33.6M | Buy |
183,670
+180,356
| +5,442% | +$32.9M | 1.92% | 28 |
|
|
2021
Q4 | $531K | Buy |
3,314
+1,482
| +81% | +$237K | 0.03% | 69 |
|
|
2021
Q3 | $287K | Buy |
+1,832
| New | +$287K | 0.02% | 108 |
|