Jefferies Group’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $591K | Buy |
+2,705
| New | +$591K | ﹤0.01% | 610 |
|
|
2022
Q2 | – | Sell |
-20,000
| Closed | -$3.65M | – | 1183 |
|
|
2022
Q1 | $3.65M | Buy |
20,000
+18,515
| +1,247% | +$3.38M | 0.02% | 253 |
|
|
2021
Q4 | $238K | Sell |
1,485
-2,825
| -66% | -$452K | ﹤0.01% | 835 |
|
|
2021
Q3 | $676K | Buy |
+4,310
| New | +$676K | ﹤0.01% | 654 |
|
|
2020
Q1 | – | Sell |
-7,793
| Closed | -$719K | – | 1426 |
|
|
2019
Q4 | $719K | Buy |
7,793
+4,429
| +132% | +$409K | 0.01% | 892 |
|
|
2019
Q3 | $276K | Sell |
3,364
-25,925
| -89% | -$2.13M | ﹤0.01% | 1327 |
|
|
2019
Q2 | $2.39M | Sell |
29,289
-10,017
| -25% | -$817K | 0.02% | 377 |
|
|
2019
Q1 | $2.74M | Buy |
39,306
+34,605
| +736% | +$2.41M | 0.02% | 350 |
|
|
2018
Q4 | $287K | Buy |
+4,701
| New | +$287K | ﹤0.01% | 1017 |
|
|
2018
Q3 | – | Sell |
-3,093
| Closed | -$203K | – | 1771 |
|
|
2018
Q2 | $203K | Buy |
+3,093
| New | +$203K | ﹤0.01% | 1337 |
|
|
2017
Q2 | – | Sell |
-122
| Closed | -$5K | – | 1606 |
|
|
2017
Q1 | $5K | Buy |
+122
| New | +$5K | ﹤0.01% | 1470 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 1418 |
|
|
2016
Q3 | – | Sell |
-9,864
| Closed | -$222K | – | 1380 |
|
|
2016
Q2 | $222K | Buy |
+9,864
| New | +$222K | ﹤0.01% | 969 |
|
|
2015
Q3 | – | Sell |
-2,200
| Closed | -$102K | – | 1711 |
|
|
2015
Q2 | $102K | Buy |
+2,200
| New | +$102K | ﹤0.01% | 1358 |
|
|
2014
Q2 | – | Sell |
-7,399
| Closed | -$389K | – | 1509 |
|
|
2014
Q1 | $389K | Buy |
+7,399
| New | +$389K | ﹤0.01% | 783 |
|