Intersect Capital’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $665K | Sell |
3,603
-254
| -7% | -$46.9K | 0.2% | 107 |
|
|
2022
Q1 | $705K | Buy |
3,857
+161
| +4% | +$29.4K | 0.14% | 144 |
|
|
2021
Q4 | $592K | Buy |
3,696
+177
| +5% | +$28.4K | 0.11% | 167 |
|
|
2021
Q3 | $552K | Buy |
3,519
+405
| +13% | +$63.5K | 0.09% | 175 |
|
|
2021
Q2 | $420K | Buy |
3,114
+285
| +10% | +$38.4K | 0.07% | 205 |
|
|
2021
Q1 | $402K | Sell |
2,829
-26
| -0.9% | -$3.7K | 0.08% | 200 |
|
|
2020
Q4 | $298K | Buy |
2,855
+58
| +2% | +$6.05K | 0.07% | 214 |
|
|
2020
Q3 | $214K | Buy |
+2,797
| New | +$214K | 0.06% | 217 |
|