HST Ventures’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
-8,839
Closed -$2.01M 61
2023
Q4
$2.01M Sell
8,839
-10,380
-54% -$2.36M 0.71% 31
2023
Q3
$4.57M Sell
19,219
-9,670
-33% -$2.3M 1.64% 19
2023
Q2
$6.28M Buy
+28,889
New +$6.28M 3.07% 9