Freedman Financial Associates’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,962
| Closed | -$1.47M | – | 260 |
|
|
2022
Q1 | $1.47M | Hold |
7,962
| – | – | 1.01% | 14 |
|
|
2021
Q4 | $1.28M | Hold |
7,962
| – | – | 0.87% | 16 |
|
|
2021
Q3 | $1.25M | Hold |
7,962
| – | – | 0.91% | 18 |
|
|
2021
Q2 | $1.08M | Buy |
7,962
+962
| +14% | +$130K | 0.81% | 21 |
|
|
2021
Q1 | $995K | Hold |
7,000
| – | – | 0.82% | 20 |
|
|
2020
Q4 | $730K | Buy |
+7,000
| New | +$730K | 0.66% | 23 |
|