Foresight Global Investors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,649
| Closed | -$1.55M | – | 31 |
|
|
2024
Q3 | $1.55M | Buy |
6,649
+1,100
| +20% | +$256K | 0.84% | 16 |
|
|
2024
Q2 | $1.55M | Hold |
5,549
| – | – | 0.75% | 17 |
|
|
2024
Q1 | $1.47M | Hold |
5,549
| – | – | 0.72% | 20 |
|
|
2023
Q4 | $1.26M | Sell |
5,549
-1,671
| -23% | -$380K | 0.72% | 24 |
|
|
2023
Q3 | $1.72M | Buy |
7,220
+4,260
| +144% | +$1.01M | 0.95% | 16 |
|
|
2023
Q2 | $644K | Hold |
2,960
| – | – | 0.35% | 40 |
|
|
2023
Q1 | $599K | Buy |
+2,960
| New | +$599K | 0.43% | 33 |
|