Level Four Advisory Services’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 |
-1,641
| Closed | -$332K | – | 823 |
|
|
2023
Q1 | $332K | Sell |
1,641
-847
| -34% | -$171K | 0.02% | 561 |
|
|
2022
Q4 | $538K | Sell |
2,488
-3,169
| -56% | -$685K | 0.04% | 380 |
|
|
2022
Q3 | $1.24M | Buy |
5,657
+235
| +4% | +$51.3K | 0.12% | 184 |
|
|
2022
Q2 | $1M | Buy |
5,422
+4,050
| +295% | +$747K | 0.09% | 219 |
|
|
2022
Q1 | $251K | Buy |
+1,372
| New | +$251K | 0.02% | 550 |
|