First Manhattan’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3
| Closed | -$910 | – | 1466 |
|
|
2023
Q4 | $910 | Buy |
+3
| New | +$910 | ﹤0.01% | 1335 |
|
|
2023
Q3 | – | Sell |
-48
| Closed | -$10.4K | – | 1533 |
|
|
2023
Q2 | $10.4K | Hold |
48
| – | – | ﹤0.01% | 1134 |
|
|
2023
Q1 | $9.72K | Sell |
48
-79
| -62% | -$16K | ﹤0.01% | 1216 |
|
|
2022
Q4 | $27.5K | Buy |
+127
| New | +$27.5K | ﹤0.01% | 1044 |
|