Great Lakes Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-43,123
| Closed | -$8.73M | – | 809 |
|
|
2023
Q1 | $8.73M | Sell |
43,123
-2,471
| -5% | -$500K | 0.08% | 244 |
|
|
2022
Q4 | $9.86M | Sell |
45,594
-314
| -0.7% | -$67.9K | 0.56% | 5 |
|
|
2022
Q3 | $10M | Sell |
45,908
-930
| -2% | -$203K | 0.22% | 118 |
|
|
2022
Q2 | $8.64M | Buy |
+46,838
| New | +$8.64M | 0.17% | 153 |
|
|
2018
Q4 | – | Sell |
-135,271
| Closed | -$8.73M | – | 595 |
|
|
2018
Q3 | $8.73M | Sell |
135,271
-12,139
| -8% | -$783K | 0.19% | 119 |
|
|
2018
Q2 | $9.66M | Sell |
147,410
-883
| -0.6% | -$57.9K | 0.23% | 104 |
|
|
2018
Q1 | $9.06M | Buy |
+148,293
| New | +$9.06M | 0.22% | 106 |
|
|
2015
Q4 | – | Sell |
-30,945
| Closed | -$1.23M | – | 539 |
|
|
2015
Q3 | $1.23M | Sell |
30,945
-16,243
| -34% | -$646K | 0.04% | 295 |
|
|
2015
Q2 | $2.19M | Sell |
47,188
-17,515
| -27% | -$814K | 0.07% | 230 |
|
|
2015
Q1 | $2.84M | Buy |
64,703
+16,579
| +34% | +$727K | 0.09% | 184 |
|
|
2014
Q4 | $2.14M | Buy |
48,124
+3,579
| +8% | +$159K | 0.07% | 214 |
|
|
2014
Q3 | $2.05M | Buy |
+44,545
| New | +$2.05M | 0.07% | 197 |
|