JT Stratford LLC’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
Sell
-1,684
Closed -$308K 220
2022
Q1
$308K Hold
1,684
0.09% 162
2021
Q4
$270K Hold
1,684
0.07% 181
2021
Q3
$264K Buy
+1,684
New +$264K 0.08% 185