HKIMG
Hutchens & Kramer Investment Management Group’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Sell |
835
-125
| -13% | -$46.6K | 0.14% | 104 |
|
|
2025
Q1 | $314K | Buy |
960
+2
| +0.2% | +$654 | 0.17% | 97 |
|
|
2024
Q4 | $313K | Buy |
958
+51
| +6% | +$16.7K | 0.17% | 102 |
|
|
2024
Q3 | $208K | Buy |
907
+27
| +3% | +$6.21K | 0.12% | 150 |
|
|
2024
Q2 | $248K | Buy |
+880
| New | +$248K | 0.14% | 120 |
|
|
2023
Q4 | – | Sell |
-913
| Closed | -$217K | – | 138 |
|
|
2023
Q3 | $217K | Sell |
913
-99
| -10% | -$23.6K | 0.17% | 103 |
|
|
2023
Q2 | $220K | Buy |
1,012
+4
| +0.4% | +$870 | 0.18% | 110 |
|
|
2023
Q1 | $204K | Sell |
1,008
-9
| -0.9% | -$1.82K | 0.18% | 115 |
|
|
2022
Q4 | $220K | Sell |
1,017
-462
| -31% | -$99.9K | 0.16% | 93 |
|
|
2022
Q3 | $334K | Sell |
1,479
-195
| -12% | -$44K | 0.27% | 60 |
|
|
2022
Q2 | $303K | Sell |
1,674
-73
| -4% | -$13.2K | 0.22% | 78 |
|
|
2022
Q1 | $320K | Hold |
1,747
| – | – | 0.18% | 86 |
|
|
2021
Q4 | $326K | Buy |
+1,747
| New | +$326K | 0.21% | 78 |
|