Lord, Abbett & Co’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-204,500
| Closed | -$18.9M | – | 682 |
|
2019
Q4 | $18.9M | Sell |
204,500
-297,300
| -59% | -$27.4M | 0.06% | 401 |
|
2019
Q3 | $41.1M | Sell |
501,800
-8,200
| -2% | -$672K | 0.14% | 241 |
|
2019
Q2 | $41.6M | Sell |
510,000
-8,100
| -2% | -$661K | 0.14% | 259 |
|
2019
Q1 | $36.1M | Sell |
518,100
-8,100
| -2% | -$564K | 0.12% | 274 |
|
2018
Q4 | $32.1M | Sell |
526,200
-18,200
| -3% | -$1.11M | 0.12% | 269 |
|
2018
Q3 | $35.1M | Sell |
544,400
-7,800
| -1% | -$503K | 0.1% | 348 |
|
2018
Q2 | $36.2M | Buy |
+552,200
| New | +$36.2M | 0.11% | 309 |
|
2014
Q1 | – | Sell |
-75,500
| Closed | -$3.55M | – | 1045 |
|
2013
Q4 | $3.55M | Buy |
+75,500
| New | +$3.55M | 0.01% | 912 |
|