Hillsdale Investment Management’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 |
-3,370
| Closed | -$784K | – | 635 |
|
|
2024
Q3 | $784K | Buy |
+3,370
| New | +$784K | 0.06% | 266 |
|
|
2023
Q3 | – | Sell |
-2,205
| Closed | -$479K | – | 617 |
|
|
2023
Q2 | $479K | Hold |
2,205
| – | – | 0.04% | 249 |
|
|
2023
Q1 | $446K | Sell |
2,205
-50
| -2% | -$10.1K | 0.04% | 339 |
|
|
2022
Q4 | $487K | Buy |
+2,255
| New | +$487K | 0.04% | 350 |
|
|
2021
Q1 | – | Sell |
-5,500
| Closed | -$574K | – | 620 |
|
|
2020
Q4 | $574K | Sell |
5,500
-310
| -5% | -$32.4K | 0.05% | 307 |
|
|
2020
Q3 | $445K | Sell |
5,810
-300
| -5% | -$23K | 0.04% | 348 |
|
|
2020
Q2 | $479K | Sell |
6,110
-1,200
| -16% | -$94.1K | 0.04% | 330 |
|
|
2020
Q1 | $398K | Hold |
7,310
| – | – | 0.05% | 333 |
|
|
2019
Q4 | $674K | Sell |
7,310
-200
| -3% | -$18.4K | 0.06% | 295 |
|
|
2019
Q3 | $615K | Hold |
7,510
| – | – | 0.05% | 296 |
|
|
2019
Q2 | $613K | Hold |
7,510
| – | – | 0.06% | 288 |
|
|
2019
Q1 | $524K | Buy |
7,510
+300
| +4% | +$20.9K | 0.05% | 295 |
|
|
2018
Q4 | $441K | Buy |
+7,210
| New | +$441K | 0.05% | 282 |
|
|
2017
Q4 | – | Sell |
-8,760
| Closed | -$452K | – | 506 |
|
|
2017
Q3 | $452K | Buy |
+8,760
| New | +$452K | 0.08% | 194 |
|
|
2014
Q3 | – | Sell |
-100
| Closed | -$5K | – | 567 |
|
|
2014
Q2 | $5K | Sell |
100
-4,700
| -98% | -$235K | ﹤0.01% | 523 |
|
|
2014
Q1 | $252K | Sell |
4,800
-1,400
| -23% | -$73.5K | 0.07% | 252 |
|
|
2013
Q4 | $292K | Buy |
+6,200
| New | +$292K | 0.09% | 213 |
|