Johnson Financial Group Inc (Wisconsin)’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-71
| Closed | -$15.3K | – | 678 |
|
|
2022
Q4 | $15.3K | Sell |
71
-71
| -50% | -$15.3K | ﹤0.01% | 460 |
|
|
2022
Q3 | $31K | Buy |
142
+71
| +100% | +$15.5K | ﹤0.01% | 395 |
|
|
2022
Q2 | $13K | Hold |
71
| – | – | ﹤0.01% | 511 |
|
|
2022
Q1 | $13K | Buy |
+71
| New | +$13K | ﹤0.01% | 561 |
|
|
2016
Q1 | – | Sell |
-425
| Closed | -$18K | – | 761 |
|
|
2015
Q4 | $18K | Sell |
425
-875
| -67% | -$37.1K | ﹤0.01% | 550 |
|
|
2015
Q3 | $52K | Hold |
1,300
| – | – | 0.01% | 465 |
|
|
2015
Q2 | $60K | Buy |
+1,300
| New | +$60K | 0.01% | 468 |
|