HMS Capital 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
Q1 | – | Sell |
-1,008
| Closed | -$230K | – | 117 |
|
|
2023
Q4 | $230K | Sell |
1,008
-32
| -3% | -$7.29K | 0.14% | 100 |
|
|
2023
Q3 | $247K | Sell |
1,040
-171
| -14% | -$40.6K | 0.16% | 98 |
|
|
2023
Q2 | $263K | Sell |
1,211
-42
| -3% | -$9.13K | 0.16% | 100 |
|
|
2023
Q1 | $254K | Sell |
1,253
-86
| -6% | -$17.4K | 0.16% | 99 |
|
|
2022
Q4 | $289K | Sell |
1,339
-130
| -9% | -$28.1K | 0.17% | 83 |
|
|
2022
Q3 | $321K | Buy |
+1,469
| New | +$321K | 0.19% | 87 |
|