First Hawaiian 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 |
-5,293
| Closed | -$1.73M | – | 472 |
|
2024
Q4 | $1.73M | Buy |
5,293
+1,715
| +48% | +$560K | 0.06% | 267 |
|
2024
Q3 | $832K | Sell |
3,578
-77
| -2% | -$17.9K | 0.03% | 478 |
|
2024
Q2 | $1.02M | Sell |
3,655
-1,945
| -35% | -$543K | 0.03% | 366 |
|
2024
Q1 | $1.48M | Sell |
5,600
-1,890
| -25% | -$499K | 0.05% | 302 |
|
2023
Q4 | $1.7M | Sell |
7,490
-945
| -11% | -$215K | 0.05% | 268 |
|
2023
Q3 | $2M | Buy |
8,435
+24
| +0.3% | +$5.7K | 0.07% | 208 |
|
2023
Q2 | $1.83M | Sell |
8,411
-1,758
| -17% | -$382K | 0.06% | 232 |
|
2023
Q1 | $2.06M | Buy |
10,169
+8,489
| +505% | +$1.72M | 0.07% | 211 |
|
2022
Q4 | $363K | Buy |
1,680
+126
| +8% | +$27.2K | 0.01% | 649 |
|
2022
Q3 | $340K | Hold |
1,554
| – | – | 0.01% | 641 |
|
2022
Q2 | $287K | Sell |
1,554
-407
| -21% | -$75.2K | 0.01% | 728 |
|
2022
Q1 | $358K | Sell |
1,961
-437
| -18% | -$79.8K | 0.01% | 712 |
|
2021
Q4 | $384K | Sell |
2,398
-251
| -9% | -$40.2K | 0.01% | 703 |
|
2021
Q3 | $415K | Buy |
2,649
+303
| +13% | +$47.5K | 0.02% | 586 |
|
2021
Q2 | $317K | Buy |
2,346
+319
| +16% | +$43.1K | 0.01% | 685 |
|
2021
Q1 | $288K | Sell |
2,027
-27
| -1% | -$3.84K | 0.01% | 725 |
|
2020
Q4 | $214K | Buy |
+2,054
| New | +$214K | 0.01% | 753 |
|
2020
Q1 | – | Sell |
-5,998
| Closed | -$553K | – | 818 |
|
2019
Q4 | $553K | Buy |
5,998
+114
| +2% | +$10.5K | 0.03% | 434 |
|
2019
Q3 | $482K | Buy |
5,884
+303
| +5% | +$24.8K | 0.02% | 465 |
|
2019
Q2 | $455K | Buy |
5,581
+1,811
| +48% | +$148K | 0.02% | 489 |
|
2019
Q1 | $263K | Buy |
3,770
+1,431
| +61% | +$99.8K | 0.01% | 653 |
|
2018
Q4 | $143K | Sell |
2,339
-577
| -20% | -$35.3K | 0.01% | 806 |
|
2018
Q3 | $188K | Buy |
+2,916
| New | +$188K | 0.01% | 783 |
|