DGS Capital Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $405K | Sell |
1,241
-49
| -4% | -$16K | 0.1% | 176 |
|
|
2024
Q3 | $300K | Sell |
1,290
-218
| -14% | -$50.7K | 0.08% | 216 |
|
|
2024
Q2 | $421K | Sell |
1,508
-117
| -7% | -$32.7K | 0.12% | 159 |
|
|
2024
Q1 | $429K | Buy |
1,625
+44
| +3% | +$11.6K | 0.12% | 150 |
|
|
2023
Q4 | $360K | Sell |
1,581
-54
| -3% | -$12.3K | 0.14% | 138 |
|
|
2023
Q3 | $388K | Buy |
1,635
+174
| +12% | +$41.3K | 0.19% | 126 |
|
|
2023
Q2 | $318K | Buy |
1,461
+146
| +11% | +$31.7K | 0.16% | 145 |
|
|
2023
Q1 | $266K | Buy |
1,315
+169
| +15% | +$34.2K | 0.15% | 155 |
|
|
2022
Q4 | $248K | Sell |
1,146
-6
| -0.5% | -$1.3K | 0.16% | 166 |
|
|
2022
Q3 | $252K | Buy |
1,152
+41
| +4% | +$8.96K | 0.17% | 139 |
|
|
2022
Q2 | $205K | Buy |
+1,111
| New | +$205K | 0.17% | 162 |
|