Fjarde Ap-fonden’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.37M | Sell |
17,000
-2,300
| -12% | -$862K | 0.06% | 287 |
|
2025
Q1 | $6.31M | Buy |
19,300
+2,800
| +17% | +$916K | 0.08% | 252 |
|
2024
Q4 | $5.39M | Sell |
16,500
-4,200
| -20% | -$1.37M | 0.05% | 329 |
|
2024
Q3 | $4.82M | Buy |
+20,700
| New | +$4.82M | 0.05% | 348 |
|
2024
Q1 | $5.15M | Buy |
19,500
+100
| +0.5% | +$26.4K | 0.06% | 338 |
|
2023
Q4 | $4.42M | Sell |
19,400
-3,500
| -15% | -$797K | 0.06% | 359 |
|
2023
Q3 | $5.44M | Sell |
22,900
-3,700
| -14% | -$879K | 0.07% | 285 |
|
2023
Q2 | $5.78M | Buy |
26,600
+2,000
| +8% | +$435K | 0.07% | 284 |
|
2023
Q1 | $4.98M | Sell |
24,600
-700
| -3% | -$142K | 0.07% | 305 |
|
2022
Q4 | $5.47M | Sell |
25,300
-4,800
| -16% | -$1.04M | 0.08% | 286 |
|
2022
Q3 | $5.55M | Hold |
30,100
| – | – | 0.07% | 299 |
|
2022
Q2 | $5.55M | Buy |
+30,100
| New | +$5.55M | 0.07% | 299 |
|