Harbor Capital Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,020
| Closed | -$1.87M | – | 1341 |
|
|
2024
Q3 | $1.87M | Buy |
8,020
+4,134
| +106% | +$962K | 0.08% | 317 |
|
|
2024
Q2 | $1.09M | Buy |
3,886
+2,852
| +276% | +$796K | 0.08% | 334 |
|
|
2024
Q1 | $273K | Buy |
+1,034
| New | +$273K | 0.04% | 542 |
|
|
2023
Q3 | – | Sell |
-183
| Closed | -$39.8K | – | 563 |
|
|
2023
Q2 | $39.8K | Buy |
+183
| New | +$39.8K | 0.01% | 516 |
|