Jefferies Group’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
Q3 | $591K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $3.65M | Buy |
|
|||||
|
2021
Q4 | $238K | Sell |
|
|||||
|
2021
Q3 | $676K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $719K | Buy |
|
|||||
|
2019
Q3 | $276K | Sell |
|
|||||
|
2019
Q2 | $2.39M | Sell |
|
|||||
|
2019
Q1 | $2.74M | Buy |
|
|||||
|
2018
Q4 | $287K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $203K | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $5K | Buy |
|
|||||
|
2016
Q4 | – | Hold |
|
|||||
|
2016
Q3 | – | Sell |
|
|||||
|
2016
Q2 | $222K | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $102K | Buy |
|
|||||
|
2014
Q2 | – | Sell |
|
|||||
|
2014
Q1 | $389K | Buy |
|