Gideon Capital Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-9,905
| Closed | -$808K | – | 353 |
|
|
2019
Q2 | $808K | Buy |
+9,905
| New | +$808K | 0.28% | 135 |
|
|
2019
Q1 | – | Sell |
-5,520
| Closed | -$337K | – | 457 |
|
|
2018
Q4 | $337K | Buy |
+5,520
| New | +$337K | 0.14% | 237 |
|
|
2018
Q3 | – | Sell |
-5,427
| Closed | -$356K | – | 426 |
|
|
2018
Q2 | $356K | Buy |
+5,427
| New | +$356K | 0.18% | 217 |
|
|
2017
Q4 | – | Sell |
-6,825
| Closed | -$352K | – | 355 |
|
|
2017
Q3 | $352K | Buy |
+6,825
| New | +$352K | 0.35% | 98 |
|
|
2017
Q2 | – | Sell |
-12,896
| Closed | -$514K | – | 348 |
|
|
2017
Q1 | $514K | Buy |
12,896
+997
| +8% | +$39.7K | 0.31% | 99 |
|
|
2016
Q4 | $419K | Buy |
+11,899
| New | +$419K | 0.27% | 128 |
|
|
2014
Q4 | – | Sell |
-10,753
| Closed | -$495K | – | 257 |
|
|
2014
Q3 | $495K | Buy |
+10,753
| New | +$495K | 0.19% | 150 |
|