Gyon Technologies Capital Management’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 |
-10,265
| Closed | -$2.22M | – | 228 |
|
2022
Q4 | $2.22M | Sell |
10,265
-2,610
| -20% | -$564K | 0.83% | 28 |
|
2022
Q3 | $2.81M | Buy |
+12,875
| New | +$2.81M | 0.88% | 29 |
|
2022
Q2 | – | Sell |
-3,675
| Closed | -$671K | – | 526 |
|
2022
Q1 | $671K | Buy |
+3,675
| New | +$671K | 0.47% | 67 |
|
2021
Q1 | – | Sell |
-36,997
| Closed | -$3.86M | – | 453 |
|
2020
Q4 | $3.86M | Buy |
+36,997
| New | +$3.86M | 1.33% | 9 |
|