Davidson Investment Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-195
| Closed | -$4K | – | 205 |
|
|
2016
Q1 | $4K | Sell |
195
-30,645
| -99% | -$629K | ﹤0.01% | 207 |
|
|
2015
Q4 | $1.31M | Buy |
30,840
+270
| +0.9% | +$11.5K | 0.22% | 97 |
|
|
2015
Q3 | $1.21M | Sell |
30,570
-7,670
| -20% | -$304K | 0.22% | 96 |
|
|
2015
Q2 | $1.78M | Buy |
38,240
+20,365
| +114% | +$945K | 0.27% | 93 |
|
|
2015
Q1 | $782K | Sell |
17,875
-225
| -1% | -$9.84K | 0.12% | 112 |
|
|
2014
Q4 | $804K | Sell |
18,100
-55,940
| -76% | -$2.48M | 0.12% | 113 |
|
|
2014
Q3 | $3.09M | Buy |
74,040
+38,975
| +111% | +$1.63M | 0.24% | 101 |
|
|
2014
Q2 | $1.74M | Sell |
35,065
-1,495
| -4% | -$74.2K | 0.25% | 94 |
|
|
2014
Q1 | $1.92M | Sell |
36,560
-1,030
| -3% | -$54K | 0.29% | 94 |
|
|
2013
Q4 | $1.76M | Sell |
37,590
-2,635
| -7% | -$124K | 0.27% | 97 |
|
|
2013
Q3 | $1.54M | Sell |
40,225
-1,150
| -3% | -$43.9K | 0.25% | 102 |
|
|
2013
Q2 | $1.56M | Buy |
+41,375
| New | +$1.56M | 0.26% | 100 |
|