Fayez Sarofim & Co’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,600
| Closed | -$292K | – | 310 |
|
|
2022
Q1 | $292K | Hold |
1,600
| – | – | ﹤0.01% | 287 |
|
|
2021
Q4 | $256K | Hold |
1,600
| – | – | ﹤0.01% | 314 |
|
|
2021
Q3 | $251K | Hold |
1,600
| – | – | ﹤0.01% | 293 |
|
|
2021
Q2 | $216K | Hold |
1,600
| – | – | ﹤0.01% | 310 |
|
|
2021
Q1 | $227K | Buy |
+1,600
| New | +$227K | ﹤0.01% | 279 |
|