Glenview Trust’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,553
| Closed | -$768K | – | 449 |
|
|
2022
Q4 | $768K | Sell |
3,553
-361
| -9% | -$78K | 0.03% | 255 |
|
|
2022
Q3 | $855K | Buy |
3,914
+323
| +9% | +$70.6K | 0.03% | 215 |
|
|
2022
Q2 | $662K | Buy |
3,591
+232
| +7% | +$42.8K | 0.02% | 238 |
|
|
2022
Q1 | $614K | Buy |
3,359
+116
| +4% | +$21.2K | 0.02% | 267 |
|
|
2021
Q4 | $519K | Hold |
3,243
| – | – | 0.02% | 290 |
|
|
2021
Q3 | $508K | Buy |
3,243
+652
| +25% | +$102K | 0.02% | 266 |
|
|
2021
Q2 | $350K | Buy |
+2,591
| New | +$350K | 0.01% | 328 |
|