Jupiter Asset Management’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,535
| Closed | -$918K | – | 540 |
|
|
2023
Q1 | $918K | Sell |
4,535
-9,029
| -67% | -$1.83M | 0.01% | 346 |
|
|
2022
Q4 | $2.93M | Sell |
13,564
-8,177
| -38% | -$1.77M | 0.04% | 261 |
|
|
2022
Q3 | $4.75M | Hold |
21,741
| – | – | 0.07% | 246 |
|
|
2022
Q2 | $4.01M | Buy |
+21,741
| New | +$4.01M | 0.06% | 259 |
|
|
2021
Q3 | – | Sell |
-101,097
| Closed | -$13.6M | – | 605 |
|
|
2021
Q2 | $13.6M | Buy |
101,097
+83,330
| +469% | +$11.2M | 0.14% | 174 |
|
|
2021
Q1 | $2.53M | Buy |
+17,767
| New | +$2.53M | 0.02% | 386 |
|