First County Bank’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-756
| Closed | -$247K | – | 170 |
|
|
2024
Q4 | $247K | Sell |
756
-318
| -30% | -$104K | 0.14% | 136 |
|
|
2024
Q3 | $250K | Sell |
1,074
-148
| -12% | -$34.4K | 0.12% | 144 |
|
|
2024
Q2 | $341K | Sell |
1,222
-88
| -7% | -$24.6K | 0.18% | 119 |
|
|
2024
Q1 | $346K | Sell |
1,310
-69
| -5% | -$18.2K | 0.17% | 124 |
|
|
2023
Q4 | $314K | Sell |
1,379
-65
| -5% | -$14.8K | 0.15% | 135 |
|
|
2023
Q3 | $343K | Sell |
1,444
-165
| -10% | -$39.2K | 0.18% | 123 |
|
|
2023
Q2 | $350K | Sell |
1,609
-436
| -21% | -$94.8K | 0.17% | 130 |
|
|
2023
Q1 | $414K | Sell |
2,045
-66
| -3% | -$13.4K | 0.2% | 128 |
|
|
2022
Q4 | $456K | Buy |
+2,111
| New | +$456K | 0.22% | 112 |
|