Fulton Bank’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 | $1.72M | Buy |
4,583
+415
| +10% | +$156K | 0.06% | 212 |
|
|
2025
Q1 | $1.36M | Sell |
4,168
-679
| -14% | -$222K | 0.06% | 227 |
|
|
2024
Q4 | $1.58M | Buy |
4,847
+641
| +15% | +$209K | 0.06% | 211 |
|
|
2024
Q3 | $978K | Buy |
4,206
+576
| +16% | +$134K | 0.04% | 281 |
|
|
2024
Q2 | $1.01M | Sell |
3,630
-8
| -0.2% | -$2.23K | 0.04% | 273 |
|
|
2024
Q1 | $961K | Buy |
3,638
+719
| +25% | +$190K | 0.04% | 278 |
|
|
2023
Q4 | $664K | Sell |
2,919
-298
| -9% | -$67.8K | 0.03% | 321 |
|
|
2023
Q3 | $765K | Sell |
3,217
-140
| -4% | -$33.3K | 0.04% | 279 |
|
|
2023
Q2 | $730K | Sell |
3,357
-2,541
| -43% | -$552K | 0.04% | 283 |
|
|
2023
Q1 | $1.19M | Buy |
5,898
+180
| +3% | +$36.4K | 0.06% | 223 |
|
|
2022
Q4 | $1.24M | Buy |
5,718
+991
| +21% | +$214K | 0.07% | 207 |
|
|
2022
Q3 | $1.03M | Sell |
4,727
-340
| -7% | -$74.2K | 0.06% | 214 |
|
|
2022
Q2 | $935K | Sell |
5,067
-194
| -4% | -$35.8K | 0.05% | 227 |
|
|
2022
Q1 | $961K | Sell |
5,261
-6,087
| -54% | -$1.11M | 0.05% | 241 |
|
|
2021
Q4 | $1.82M | Sell |
11,348
-886
| -7% | -$142K | 0.08% | 176 |
|
|
2021
Q3 | $1.92M | Sell |
12,234
-898
| -7% | -$141K | 0.09% | 160 |
|
|
2021
Q2 | $1.77M | Sell |
13,132
-100
| -0.8% | -$13.5K | 0.08% | 163 |
|
|
2021
Q1 | $1.88M | Buy |
13,232
+1,372
| +12% | +$195K | 0.09% | 156 |
|
|
2020
Q4 | $1.24M | Buy |
11,860
+115
| +1% | +$12K | 0.07% | 191 |
|
|
2020
Q3 | $901K | Sell |
11,745
-2,632
| -18% | -$202K | 0.06% | 200 |
|
|
2020
Q2 | $1.13M | Buy |
+14,377
| New | +$1.13M | 0.07% | 185 |
|