GCM Grosvenor Holdings’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-118,304
| Closed | -$26.9M | – | 23 |
|
|
2023
Q4 | $26.9M | Buy |
118,304
+13,004
| +12% | +$2.96M | 4.76% | 6 |
|
|
2023
Q3 | $25M | Hold |
105,300
| – | – | 4.98% | 6 |
|
|
2023
Q2 | $22.9M | Hold |
105,300
| – | – | 9.9% | 5 |
|
|
2023
Q1 | $21.3M | Buy |
105,300
+34,300
| +48% | +$6.94M | 5.73% | 8 |
|
|
2022
Q4 | $15.3M | Buy |
71,000
+30,000
| +73% | +$6.49M | 3.92% | 10 |
|
|
2022
Q3 | $8.96M | Buy |
+41,000
| New | +$8.96M | 2.12% | 9 |
|