Governors Lane’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-55,947
| Closed | -$12.2M | – | 129 |
|
|
2022
Q3 | $12.2M | Sell |
55,947
-87,253
| -61% | -$19.1M | 1.04% | 23 |
|
|
2022
Q2 | $26.4M | Buy |
143,200
+55,900
| +64% | +$10.3M | 2.12% | 8 |
|
|
2022
Q1 | $15.9M | Sell |
87,300
-120,600
| -58% | -$22M | 1.16% | 15 |
|
|
2021
Q4 | $33.3M | Buy |
+207,900
| New | +$33.3M | 2.04% | 7 |
|