Cumberland 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
Q1 | – | Sell |
-2,750
| Closed | -$626K | – | 204 |
|
|
2023
Q4 | $626K | Buy |
2,750
+750
| +38% | +$171K | 0.06% | 144 |
|
|
2023
Q3 | $475K | Buy |
+2,000
| New | +$475K | 0.05% | 144 |
|
|
2023
Q2 | – | Sell |
-4,500
| Closed | -$911K | – | 172 |
|
|
2023
Q1 | $911K | Sell |
4,500
-1,000
| -18% | -$202K | 0.09% | 107 |
|
|
2022
Q4 | $1.19M | Buy |
5,500
+1,000
| +22% | +$216K | 0.13% | 97 |
|
|
2022
Q3 | $983K | Buy |
+4,500
| New | +$983K | 0.1% | 101 |
|