Loomis, Sayles & Company’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-36
| Closed | -$9K | – | 1010 |
|
|
2023
Q3 | $9K | Buy |
36
+11
| +44% | +$2.75K | ﹤0.01% | 807 |
|
|
2023
Q2 | $5K | Sell |
25
-24
| -49% | -$4.8K | ﹤0.01% | 843 |
|
|
2023
Q1 | $10K | Sell |
49
-14
| -22% | -$2.86K | ﹤0.01% | 847 |
|
|
2022
Q4 | $14K | Buy |
63
+54
| +600% | +$12K | ﹤0.01% | 763 |
|
|
2022
Q3 | $2K | Hold |
9
| – | – | ﹤0.01% | 820 |
|
|
2022
Q2 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 853 |
|
|
2020
Q1 | – | Sell |
-7,257
| Closed | -$670K | – | 763 |
|
|
2019
Q4 | $670K | Sell |
7,257
-37,305
| -84% | -$3.44M | ﹤0.01% | 488 |
|
|
2019
Q3 | $3.65M | Buy |
44,562
+11,125
| +33% | +$911K | 0.01% | 444 |
|
|
2019
Q2 | $2.73M | Hold |
33,437
| – | – | 0.01% | 459 |
|
|
2019
Q1 | $2.33M | Buy |
+33,437
| New | +$2.33M | ﹤0.01% | 497 |
|