Flagship Harbor Advisors’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 | $214K | Buy |
+570
| New | +$214K | 0.01% | 717 |
|
|
2020
Q4 | – | Sell |
-220
| Closed | -$16K | – | 1192 |
|
|
2020
Q3 | $16K | Sell |
220
-150
| -41% | -$10.9K | ﹤0.01% | 1202 |
|
|
2020
Q2 | $29K | Hold |
370
| – | – | ﹤0.01% | 1017 |
|
|
2020
Q1 | $20K | Buy |
370
+45
| +14% | +$2.43K | ﹤0.01% | 1028 |
|
|
2019
Q4 | $30K | Buy |
325
+105
| +48% | +$9.69K | 0.01% | 970 |
|
|
2019
Q3 | $18K | Hold |
220
| – | – | ﹤0.01% | 1125 |
|
|
2019
Q2 | $17K | Sell |
220
-60
| -21% | -$4.64K | ﹤0.01% | 1134 |
|
|
2019
Q1 | $19K | Buy |
280
+60
| +27% | +$4.07K | ﹤0.01% | 1098 |
|
|
2018
Q4 | $13K | Hold |
220
| – | – | ﹤0.01% | 1149 |
|
|
2018
Q3 | $14K | Sell |
220
-200
| -48% | -$12.7K | ﹤0.01% | 1267 |
|
|
2018
Q2 | $27K | Buy |
+420
| New | +$27K | 0.01% | 1004 |
|