Driehaus 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-43,435
| Closed | -$10.3M | – | 420 |
|
2023
Q3 | $10.3M | Buy |
+43,435
| New | +$10.3M | 0.13% | 202 |
|
2023
Q1 | – | Sell |
-1,208
| Closed | -$261K | – | 419 |
|
2022
Q4 | $261K | Sell |
1,208
-42,301
| -97% | -$9.14M | ﹤0.01% | 329 |
|
2022
Q3 | $9.51M | Sell |
43,509
-47,299
| -52% | -$10.3M | 0.14% | 202 |
|
2022
Q2 | $16.8M | Buy |
90,808
+18,962
| +26% | +$3.5M | 0.27% | 127 |
|
2022
Q1 | $13.1M | Buy |
+71,846
| New | +$13.1M | 0.16% | 184 |
|