Freedom Investment Management’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 |
-972
| Closed | -$226K | – | 795 |
|
|
2024
Q3 | $226K | Sell |
972
-3,084
| -76% | -$718K | 0.02% | 682 |
|
|
2024
Q2 | $1.13M | Sell |
4,056
-773
| -16% | -$216K | 0.09% | 207 |
|
|
2024
Q1 | $1.28M | Sell |
4,829
-802
| -14% | -$212K | 0.1% | 188 |
|
|
2023
Q4 | $1.28M | Sell |
5,631
-1,407
| -20% | -$320K | 0.1% | 180 |
|
|
2023
Q3 | $1.67M | Sell |
7,038
-960
| -12% | -$228K | 0.2% | 112 |
|
|
2023
Q2 | $1.74M | Sell |
7,998
-1,283
| -14% | -$279K | 0.2% | 116 |
|
|
2023
Q1 | $1.88M | Sell |
9,281
-308
| -3% | -$62.3K | 0.21% | 118 |
|
|
2022
Q4 | $2.07M | Buy |
9,589
+477
| +5% | +$103K | 0.23% | 105 |
|
|
2022
Q3 | $1.99M | Buy |
9,112
+209
| +2% | +$45.7K | 0.23% | 102 |
|
|
2022
Q2 | $1.64M | Sell |
8,903
-2,824
| -24% | -$521K | 0.18% | 144 |
|
|
2022
Q1 | $2.14M | Buy |
11,727
+509
| +5% | +$93K | 0.19% | 128 |
|
|
2021
Q4 | $1.8M | Sell |
11,218
-1,142
| -9% | -$183K | 0.13% | 197 |
|
|
2021
Q3 | $1.94M | Buy |
12,360
+4,411
| +55% | +$692K | 0.15% | 177 |
|
|
2021
Q2 | $1.07M | Sell |
7,949
-2,461
| -24% | -$332K | 0.08% | 306 |
|
|
2021
Q1 | $1.48M | Buy |
10,410
+964
| +10% | +$137K | 0.12% | 212 |
|
|
2020
Q4 | $984K | Buy |
9,446
+2,459
| +35% | +$256K | 0.11% | 186 |
|
|
2020
Q3 | $536K | Buy |
6,987
+280
| +4% | +$21.5K | 0.06% | 272 |
|
|
2020
Q2 | $526K | Buy |
6,707
+402
| +6% | +$31.5K | 0.06% | 261 |
|
|
2020
Q1 | $596K | Buy |
6,305
+564
| +10% | +$53.3K | 0.05% | 300 |
|
|
2019
Q4 | $530K | Sell |
5,741
-582
| -9% | -$53.7K | 0.05% | 334 |
|
|
2019
Q3 | $518K | Buy |
6,323
+1,252
| +25% | +$103K | 0.05% | 348 |
|
|
2019
Q2 | $414K | Buy |
5,071
+1,472
| +41% | +$120K | 0.03% | 413 |
|
|
2019
Q1 | $251K | Sell |
3,599
-2,533
| -41% | -$177K | 0.02% | 575 |
|
|
2018
Q4 | $375K | Sell |
6,132
-1,433
| -19% | -$87.6K | 0.03% | 496 |
|
|
2018
Q3 | $504K | Buy |
7,565
+802
| +12% | +$53.4K | 0.03% | 511 |
|
|
2018
Q2 | $443K | Sell |
6,763
-1,005
| -13% | -$65.8K | 0.03% | 605 |
|
|
2018
Q1 | $474K | Buy |
7,768
+220
| +3% | +$13.4K | 0.02% | 650 |
|
|
2017
Q4 | $431K | Buy |
+7,548
| New | +$431K | 0.02% | 702 |
|