Leuthold Group’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,989
| Closed | -$403K | – | 219 |
|
|
2023
Q1 | $403K | Sell |
1,989
-112
| -5% | -$22.7K | 0.05% | 156 |
|
|
2022
Q4 | $454K | Sell |
2,101
-68
| -3% | -$14.7K | 0.06% | 151 |
|
|
2022
Q3 | $474K | Sell |
2,169
-576
| -21% | -$126K | 0.07% | 137 |
|
|
2022
Q2 | $506K | Sell |
2,745
-575
| -17% | -$106K | 0.07% | 138 |
|
|
2022
Q1 | $606K | Hold |
3,320
| – | – | 0.08% | 133 |
|
|
2021
Q4 | $531K | Sell |
3,320
-37
| -1% | -$5.92K | 0.06% | 137 |
|
|
2021
Q3 | $526K | Hold |
3,357
| – | – | 0.06% | 133 |
|
|
2021
Q2 | $453K | Sell |
3,357
-91
| -3% | -$12.3K | 0.06% | 139 |
|
|
2021
Q1 | $490K | Sell |
3,448
-87
| -2% | -$12.4K | 0.06% | 134 |
|
|
2020
Q4 | $368K | Sell |
3,535
-151
| -4% | -$15.7K | 0.05% | 140 |
|
|
2020
Q3 | $283K | Sell |
3,686
-102
| -3% | -$7.83K | 0.04% | 149 |
|
|
2020
Q2 | $297K | Sell |
3,788
-38,858
| -91% | -$3.05M | 0.04% | 134 |
|
|
2020
Q1 | $2.32M | Buy |
42,646
+38,342
| +891% | +$2.09M | 0.42% | 80 |
|
|
2019
Q4 | $397K | Sell |
4,304
-1,017
| -19% | -$93.8K | 0.05% | 132 |
|
|
2019
Q3 | $436K | Buy |
+5,321
| New | +$436K | 0.06% | 133 |
|