Handelsbanken Fonder’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.38M | Sell |
19,681
-1,500
| -7% | -$562K | 0.03% | 385 |
|
|
2025
Q1 | $6.93M | Buy |
21,181
+2,000
| +10% | +$654K | 0.03% | 386 |
|
|
2024
Q4 | $6.26M | Sell |
19,181
-500
| -3% | -$163K | 0.02% | 415 |
|
|
2024
Q3 | $4.58M | Buy |
19,681
+3,500
| +22% | +$814K | 0.02% | 447 |
|
|
2024
Q2 | $4.52M | Sell |
16,181
-100
| -0.6% | -$27.9K | 0.02% | 434 |
|
|
2024
Q1 | $4.3M | Hold |
16,281
| – | – | 0.02% | 469 |
|
|
2023
Q4 | $3.71M | Buy |
16,281
+2,200
| +16% | +$501K | 0.02% | 464 |
|
|
2023
Q3 | $3.35M | Hold |
14,081
| – | – | 0.02% | 464 |
|
|
2023
Q2 | $3.06M | Buy |
14,081
+2,400
| +21% | +$522K | 0.02% | 483 |
|
|
2023
Q1 | $2.36M | Hold |
11,681
| – | – | 0.01% | 509 |
|
|
2022
Q4 | $2.53M | Hold |
11,681
| – | – | 0.02% | 497 |
|
|
2022
Q3 | $2.55M | Hold |
11,681
| – | – | 0.02% | 496 |
|
|
2022
Q2 | $2.16M | Hold |
11,681
| – | – | 0.01% | 519 |
|
|
2022
Q1 | $2.13M | Sell |
11,681
-2,400
| -17% | -$438K | 0.01% | 571 |
|
|
2021
Q4 | $2.25M | Sell |
14,081
-400
| -3% | -$64K | 0.01% | 598 |
|
|
2021
Q3 | $2.27M | Hold |
14,481
| – | – | 0.01% | 596 |
|
|
2021
Q2 | $1.96M | Hold |
14,481
| – | – | 0.01% | 635 |
|
|
2021
Q1 | $2.06M | Hold |
14,481
| – | – | 0.01% | 601 |
|
|
2020
Q4 | $1.51M | Hold |
14,481
| – | – | 0.01% | 676 |
|
|
2020
Q3 | $1.11M | Hold |
14,481
| – | – | 0.01% | 695 |
|
|
2020
Q2 | $1.14M | Buy |
+14,481
| New | +$1.14M | 0.01% | 647 |
|