Financial Gravity Asset Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-24
| Closed | -$6.35K | – | 2067 |
|
|
2024
Q1 | $6.35K | Buy |
+24
| New | +$6.35K | ﹤0.01% | 816 |
|
|
2023
Q3 | – | Sell |
-217
| Closed | -$7.5K | – | 1539 |
|
|
2023
Q2 | $7.5K | Buy |
+217
| New | +$7.5K | 0.02% | 408 |
|
|
2023
Q1 | – | Sell |
-216
| Closed | -$7.1K | – | 1430 |
|
|
2022
Q4 | $7.1K | Buy |
+216
| New | +$7.1K | 0.04% | 344 |
|
|
2022
Q2 | – | Sell |
-183
| Closed | -$4 | – | 796 |
|
|
2022
Q1 | $4 | Buy |
183
+23
| +14% | +$1 | ﹤0.01% | 821 |
|
|
2021
Q4 | $4 | Buy |
+160
| New | +$4 | ﹤0.01% | 908 |
|
|
2021
Q3 | – | Hold |
0
| – | -$135K | – | 233 |
|
|
2021
Q2 | – | Hold |
0
| – | -$67 | – | 267 |
|
|
2021
Q1 | – | Sell |
-1
| Closed | – | – | 530 |
|
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 657 |
|
|
2020
Q2 | – | Sell |
-21
| Closed | -$1.13K | – | 506 |
|
|
2020
Q1 | $1.13K | Buy |
21
+11
| +110% | +$594 | ﹤0.01% | 459 |
|
|
2019
Q4 | $92K | Buy |
10
+1
| +11% | +$9.2K | 0.06% | 357 |
|
|
2019
Q3 | $1K | Sell |
9
-8
| -47% | -$889 | ﹤0.01% | 1055 |
|
|
2019
Q2 | $1K | Buy |
17
+8
| +89% | +$471 | ﹤0.01% | 1077 |
|
|
2019
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1135 |
|
|
2018
Q3 | $3K | Buy |
55
+13
| +31% | +$709 | ﹤0.01% | 863 |
|
|
2018
Q2 | $3K | Sell |
42
-28
| -40% | -$2K | ﹤0.01% | 897 |
|
|
2018
Q1 | $4K | Buy |
+70
| New | +$4K | ﹤0.01% | 791 |
|