LPL Financial’s Abacus Life ABL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-20,268
| Closed | -$152K | – | 5389 |
|
|
2025
Q1 | $152K | Sell |
20,268
-3,020
| -13% | -$22.6K | ﹤0.01% | 4813 |
|
|
2024
Q4 | $182K | Buy |
23,288
+5,507
| +31% | +$43.1K | ﹤0.01% | 4728 |
|
|
2024
Q3 | $180K | Buy |
+17,781
| New | +$180K | ﹤0.01% | 4655 |
|
|
2022
Q1 | – | Sell |
-12,600
| Closed | -$124K | – | 4158 |
|
|
2021
Q4 | $124K | Hold |
12,600
| – | – | ﹤0.01% | 4079 |
|
|
2021
Q3 | $124K | Hold |
12,600
| – | – | ﹤0.01% | 4066 |
|
|
2021
Q2 | $123K | Hold |
12,600
| – | – | ﹤0.01% | 3996 |
|
|
2021
Q1 | $123K | Buy |
+12,600
| New | +$123K | ﹤0.01% | 3857 |
|