KB Financial Partners’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $902K | Buy |
3,796
+6
| +0.2% | +$1.43K | 0.26% | 43 |
|
2023
Q2 | $824K | Sell |
3,790
-10
| -0.3% | -$2.17K | 0.23% | 49 |
|
2023
Q1 | $769K | Buy |
3,800
+25
| +0.7% | +$5.06K | 0.23% | 48 |
|
2022
Q4 | $816K | Sell |
3,775
-10
| -0.3% | -$2.16K | 0.28% | 44 |
|
2022
Q3 | $827K | Buy |
3,785
+458
| +14% | +$100K | 0.3% | 31 |
|
2022
Q2 | $614K | Sell |
3,327
-79
| -2% | -$14.6K | 0.21% | 45 |
|
2022
Q1 | $622K | Buy |
3,406
+322
| +10% | +$58.8K | 0.17% | 51 |
|
2021
Q4 | $494K | Sell |
3,084
-897
| -23% | -$144K | 0.14% | 77 |
|
2021
Q3 | $624K | Buy |
3,981
+685
| +21% | +$107K | 0.23% | 42 |
|
2021
Q2 | $445K | Buy |
3,296
+767
| +30% | +$104K | 0.17% | 62 |
|
2021
Q1 | $360K | Buy |
+2,529
| New | +$360K | 0.15% | 66 |
|