Institutional & Family Asset 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
Q2 | $838 | Hold |
3
| – | – | ﹤0.01% | 657 |
|
|
2024
Q1 | $793 | Sell |
3
-3
| -50% | -$793 | ﹤0.01% | 655 |
|
|
2023
Q4 | $1.37K | Hold |
6
| – | – | ﹤0.01% | 585 |
|
|
2023
Q3 | $1.43K | Hold |
6
| – | – | ﹤0.01% | 582 |
|
|
2023
Q2 | $1.31K | Hold |
6
| – | – | ﹤0.01% | 598 |
|
|
2023
Q1 | $1.21K | Hold |
6
| – | – | ﹤0.01% | 607 |
|
|
2022
Q4 | $1.3K | Hold |
6
| – | – | ﹤0.01% | 586 |
|
|
2022
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 647 |
|
|
2022
Q2 | $1K | Sell |
6
-3
| -33% | -$500 | ﹤0.01% | 664 |
|
|
2022
Q1 | $2K | Hold |
9
| – | – | ﹤0.01% | 648 |
|
|
2021
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 729 |
|
|
2021
Q3 | $1K | Sell |
9
-6
| -40% | -$667 | ﹤0.01% | 845 |
|
|
2021
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 826 |
|
|
2021
Q1 | $2K | Sell |
15
-9
| -38% | -$1.2K | ﹤0.01% | 802 |
|
|
2020
Q4 | $3K | Sell |
24
-1
| -4% | -$125 | ﹤0.01% | 710 |
|
|
2020
Q3 | $2K | Buy |
25
+11
| +79% | +$880 | ﹤0.01% | 705 |
|
|
2020
Q2 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 785 |
|