Highland Capital Management (Texas)’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-121,000
| Closed | -$7.81M | – | 299 |
|
|
2018
Q3 | $7.81M | Sell |
121,000
-39,000
| -24% | -$2.52M | 0.43% | 57 |
|
|
2018
Q2 | $10.5M | Hold |
160,000
| – | – | 0.6% | 46 |
|
|
2018
Q1 | $9.77M | Sell |
160,000
-14,500
| -8% | -$885K | 0.5% | 49 |
|
|
2017
Q4 | $9.97M | Buy |
174,500
+74,500
| +75% | +$4.26M | 0.46% | 47 |
|
|
2017
Q3 | $5.16M | Buy |
+100,000
| New | +$5.16M | 0.23% | 80 |
|