FDx Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,122
| Closed | -$483K | – | 523 |
|
|
2023
Q4 | $483K | Sell |
2,122
-279
| -12% | -$63.5K | 0.04% | 397 |
|
|
2023
Q3 | $571K | Sell |
2,401
-3,443
| -59% | -$819K | 0.05% | 321 |
|
|
2023
Q2 | $1.27M | Sell |
5,844
-1,436
| -20% | -$312K | 0.07% | 258 |
|
|
2023
Q1 | $1.57M | Hold |
7,280
| – | – | 0.07% | 228 |
|
|
2022
Q4 | $1.57M | Sell |
7,280
-4,866
| -40% | -$1.05M | 0.07% | 228 |
|
|
2022
Q3 | $2.65M | Sell |
12,146
-429
| -3% | -$93.7K | 0.12% | 156 |
|
|
2022
Q2 | $2.32M | Buy |
12,575
+294
| +2% | +$54.2K | 0.09% | 192 |
|
|
2022
Q1 | $2.24M | Buy |
12,281
+1,430
| +13% | +$261K | 0.08% | 200 |
|
|
2021
Q4 | $1.74M | Buy |
10,851
+800
| +8% | +$128K | 0.05% | 249 |
|
|
2021
Q3 | $1.58M | Buy |
10,051
+2,366
| +31% | +$371K | 0.05% | 253 |
|
|
2021
Q2 | $1.04M | Buy |
7,685
+1,109
| +17% | +$150K | 0.03% | 327 |
|
|
2021
Q1 | $935K | Buy |
+6,576
| New | +$935K | 0.04% | 309 |
|