Intersect Capital’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$665K Sell
2022
Q1
$705K Buy
2021
Q4
$592K Buy
2021
Q3
$552K Buy
2021
Q2
$420K Buy
2021
Q1
$402K Sell
2020
Q4
$298K Buy
2020
Q3
$214K Buy