Federation des caisses Desjardins du Quebec’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.18M | Buy |
3,145
+434
| +16% | +$163K | 0.01% | 812 |
|
2025
Q1 | $887K | Buy |
2,711
+349
| +15% | +$114K | ﹤0.01% | 862 |
|
2024
Q4 | $771K | Sell |
2,362
-216
| -8% | -$70.5K | ﹤0.01% | 857 |
|
2024
Q3 | $600K | Sell |
2,578
-48
| -2% | -$11.2K | ﹤0.01% | 911 |
|
2024
Q2 | $733K | Buy |
2,626
+1,488
| +131% | +$416K | ﹤0.01% | 839 |
|
2024
Q1 | $285K | Buy |
1,138
+678
| +147% | +$170K | ﹤0.01% | 998 |
|
2023
Q4 | $105K | Sell |
460
-45
| -9% | -$10.2K | ﹤0.01% | 1109 |
|
2023
Q3 | $120K | Buy |
505
+82
| +19% | +$19.5K | ﹤0.01% | 1080 |
|
2023
Q2 | $92K | Buy |
423
+66
| +18% | +$14.4K | ﹤0.01% | 1179 |
|
2023
Q1 | $72.3K | Sell |
357
-195
| -35% | -$39.5K | ﹤0.01% | 1225 |
|
2022
Q4 | $119K | Buy |
552
+330
| +149% | +$71.3K | ﹤0.01% | 1214 |
|
2022
Q3 | $48.5K | Sell |
222
-350
| -61% | -$76.5K | ﹤0.01% | 1513 |
|
2022
Q2 | $106K | Buy |
572
+258
| +82% | +$47.6K | ﹤0.01% | 1327 |
|
2022
Q1 | $57.4K | Buy |
+314
| New | +$57.4K | ﹤0.01% | 1545 |
|
2020
Q1 | – | Sell |
-2,279
| Closed | -$210K | – | 2299 |
|
2019
Q4 | $210K | Sell |
2,279
-191
| -8% | -$17.6K | ﹤0.01% | 1068 |
|
2019
Q3 | $202K | Sell |
2,470
-167
| -6% | -$13.7K | ﹤0.01% | 1065 |
|
2019
Q2 | $215K | Sell |
2,637
-1,314
| -33% | -$107K | ﹤0.01% | 1081 |
|
2019
Q1 | $275K | Sell |
3,951
-760
| -16% | -$52.9K | ﹤0.01% | 885 |
|
2018
Q4 | $288K | Hold |
4,711
| – | – | ﹤0.01% | 848 |
|
2018
Q3 | $304K | Sell |
4,711
-237
| -5% | -$15.3K | ﹤0.01% | 899 |
|
2018
Q2 | $324K | Buy |
+4,948
| New | +$324K | ﹤0.01% | 886 |
|