Crescent Park Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-710,168
| Closed | -$30.3M | – | 20 |
|
|
2015
Q4 | $30.3M | Buy |
710,168
+124,700
| +21% | +$5.32M | 6.01% | 10 |
|
|
2015
Q3 | $23.3M | Hold |
585,468
| – | – | 5.17% | 9 |
|
|
2015
Q2 | $27.2M | Buy |
585,468
+86,777
| +17% | +$4.03M | 6.44% | 7 |
|
|
2015
Q1 | $21.9M | Buy |
498,691
+397,800
| +394% | +$17.4M | 7.1% | 6 |
|
|
2014
Q4 | $4.5M | Buy |
+100,891
| New | +$4.5M | 2.91% | 11 |
|