Horizon Investment Services’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-27,741
Closed -$1.51M 105
2020
Q1
$1.51M Sell
27,741
-106
-0.4% -$5.77K 1.34% 25
2019
Q4
$2.57M Sell
27,847
-4,772
-15% -$440K 1.7% 20
2019
Q3
$2.67M Buy
32,619
+23,940
+276% +$1.96M 1.78% 20
2019
Q2
$708K Buy
+8,679
New +$708K 0.48% 49