Hill Investment Group Partners’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 |
-931
| Closed | -$263K | – | 82 |
|
|
2024
Q3 | $263K | Sell |
931
-9
| -1% | -$2.54K | 0.04% | 59 |
|
|
2024
Q2 | $207K | Buy |
940
+14
| +2% | +$3.09K | 0.03% | 70 |
|
|
2024
Q1 | $245K | Buy |
926
+1
| +0.1% | +$264 | 0.03% | 63 |
|
|
2023
Q4 | $211K | Buy |
925
+1
| +0.1% | +$228 | 0.03% | 65 |
|
|
2023
Q3 | $220K | Buy |
924
+1
| +0.1% | +$238 | 0.04% | 58 |
|
|
2023
Q2 | $201K | Buy |
+923
| New | +$201K | 0.04% | 58 |
|