Kalos Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-12,791
| Closed | -$2.14M | – | 257 |
|
|
2021
Q4 | $2.14M | Buy |
12,791
+372
| +3% | +$62.1K | 0.58% | 34 |
|
|
2021
Q3 | $2.07M | Sell |
12,419
-646
| -5% | -$108K | 0.59% | 33 |
|
|
2021
Q2 | $1.9M | Buy |
13,065
+796
| +6% | +$116K | 0.77% | 37 |
|
|
2021
Q1 | $1.82M | Sell |
12,269
-4,416
| -26% | -$655K | 0.57% | 47 |
|
|
2020
Q4 | $2.11M | Sell |
16,685
-301
| -2% | -$38K | 0.9% | 32 |
|
|
2020
Q3 | $1.49M | Sell |
16,986
-7,318
| -30% | -$643K | 0.67% | 48 |
|
|
2020
Q2 | $2.05M | Buy |
24,304
+806
| +3% | +$67.9K | 0.86% | 40 |
|
|
2020
Q1 | $1.54M | Buy |
23,498
+3,724
| +19% | +$243K | 0.68% | 46 |
|
|
2019
Q4 | $1.82M | Sell |
19,774
-151
| -0.8% | -$13.9K | 0.66% | 54 |
|
|
2019
Q3 | $1.63M | Buy |
19,925
+5,792
| +41% | +$474K | 0.65% | 49 |
|
|
2019
Q2 | $863K | Buy |
14,133
+549
| +4% | +$33.5K | 0.39% | 72 |
|
|
2019
Q1 | $768K | Sell |
13,584
-549
| -4% | -$31K | 0.5% | 55 |
|
|
2018
Q4 | $863K | Buy |
14,133
+236
| +2% | +$14.4K | 0.42% | 66 |
|
|
2018
Q3 | $896K | Buy |
13,897
+678
| +5% | +$43.7K | 0.48% | 57 |
|
|
2018
Q2 | $866K | Buy |
13,219
+595
| +5% | +$39K | 0.39% | 69 |
|
|
2018
Q1 | $770K | Buy |
+12,624
| New | +$770K | 0.46% | 62 |
|