FinTrust Capital 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
Q3 | $449K | Buy |
+2,000
| New | +$449K | 0.08% | 192 |
|
|
2023
Q4 | – | Sell |
-31
| Closed | -$7.37K | – | 1279 |
|
|
2023
Q3 | $7.37K | Sell |
31
-20
| -39% | -$4.75K | ﹤0.01% | 828 |
|
|
2023
Q2 | $11K | Hold |
51
| – | – | ﹤0.01% | 748 |
|
|
2023
Q1 | $11K | Hold |
51
| – | – | ﹤0.01% | 747 |
|
|
2022
Q4 | $11K | Sell |
51
-5
| -9% | -$1.08K | ﹤0.01% | 747 |
|
|
2022
Q3 | $14K | Buy |
56
+23
| +70% | +$5.75K | ﹤0.01% | 787 |
|
|
2022
Q2 | $6K | Buy |
+33
| New | +$6K | ﹤0.01% | 1003 |
|