DRW Securities’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 | – | Sell |
-20,080
| Closed | -$4.67M | – | 577 |
|
|
2024
Q3 | $4.67M | Buy |
20,080
+680
| +4% | +$158K | 0.13% | 61 |
|
|
2024
Q2 | $5.42M | Buy |
+19,400
| New | +$5.42M | 0.21% | 44 |
|
|
2023
Q3 | – | Sell |
-6,500
| Closed | -$1.41M | – | 338 |
|
|
2023
Q2 | $1.41M | Buy |
+6,500
| New | +$1.41M | 0.03% | 80 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 79 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 82 |
|