Lincoln National Corp’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,563
| Closed | -$413K | – | 688 |
|
|
2024
Q1 | $413K | Buy |
1,563
+157
| +11% | +$41.5K | 0.01% | 828 |
|
|
2023
Q4 | $320K | Sell |
1,406
-371
| -21% | -$84.5K | 0.01% | 851 |
|
|
2023
Q3 | $422K | Sell |
1,777
-164
| -8% | -$39K | 0.01% | 654 |
|
|
2023
Q2 | $422K | Buy |
1,941
+136
| +8% | +$29.6K | 0.01% | 663 |
|
|
2023
Q1 | $365K | Sell |
1,805
-212
| -11% | -$42.9K | 0.01% | 699 |
|
|
2022
Q4 | $436K | Sell |
2,017
-8,926
| -82% | -$1.93M | 0.01% | 571 |
|
|
2022
Q3 | $2.39M | Buy |
10,943
+1,621
| +17% | +$354K | 0.06% | 185 |
|
|
2022
Q2 | $1.72M | Buy |
+9,322
| New | +$1.72M | 0.04% | 235 |
|