Highland Capital Management (Tennessee)’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,797
| Closed | -$1.26M | – | 343 |
|
|
2023
Q2 | $1.26M | Buy |
+5,797
| New | +$1.26M | 0.08% | 208 |
|
|
2023
Q1 | – | Sell |
-6,397
| Closed | -$1.38M | – | 298 |
|
|
2022
Q4 | $1.38M | Buy |
+6,397
| New | +$1.38M | 0.1% | 202 |
|
|
2020
Q1 | – | Sell |
-21,883
| Closed | -$2.02M | – | 321 |
|
|
2019
Q4 | $2.02M | Buy |
+21,883
| New | +$2.02M | 0.14% | 153 |
|