LMR Partners’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 |
-21,772
| Closed | -$5.75M | – | 845 |
|
|
2024
Q1 | $5.75M | Sell |
21,772
-22,000
| -50% | -$5.81M | 0.06% | 146 |
|
|
2023
Q4 | $9.96M | Sell |
43,772
-29,035
| -40% | -$6.61M | 0.11% | 124 |
|
|
2023
Q3 | $17.3M | Sell |
72,807
-306,184
| -81% | -$72.8M | 0.19% | 78 |
|
|
2023
Q2 | $82.4M | Buy |
378,991
+116,129
| +44% | +$25.2M | 0.91% | 5 |
|
|
2023
Q1 | $53.2M | Buy |
262,862
+228,019
| +654% | +$46.2M | 0.82% | 10 |
|
|
2022
Q4 | $7.53M | Sell |
34,843
-9,166
| -21% | -$1.98M | 0.13% | 182 |
|
|
2022
Q3 | $9.62M | Buy |
44,009
+6,165
| +16% | +$1.35M | 0.18% | 128 |
|
|
2022
Q2 | $6.98M | Sell |
37,844
-336,206
| -90% | -$62M | 0.12% | 208 |
|
|
2022
Q1 | $68.3M | Buy |
374,050
+122,389
| +49% | +$22.4M | 0.79% | 11 |
|
|
2021
Q4 | $40.3M | Buy |
251,661
+64,419
| +34% | +$10.3M | 0.41% | 25 |
|
|
2021
Q3 | $29.4M | Buy |
+187,242
| New | +$29.4M | 0.33% | 54 |
|
|
2020
Q4 | – | Sell |
-5,631
| Closed | -$432K | – | 566 |
|
|
2020
Q3 | $432K | Sell |
5,631
-994
| -15% | -$76.3K | 0.01% | 283 |
|
|
2020
Q2 | $519K | Buy |
+6,625
| New | +$519K | 0.01% | 415 |
|