LPL Financial’s Accolade, Inc. Common Stock ACCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-23,201
| Closed | -$79.3K | – | 5369 |
|
|
2024
Q4 | $79.3K | Buy |
23,201
+1,912
| +9% | +$6.54K | ﹤0.01% | 4912 |
|
|
2024
Q3 | $82K | Buy |
+21,289
| New | +$82K | ﹤0.01% | 4829 |
|
|
2023
Q4 | – | Sell |
-12,289
| Closed | -$130K | – | 4831 |
|
|
2023
Q3 | $130K | Buy |
12,289
+53
| +0.4% | +$561 | ﹤0.01% | 4306 |
|
|
2023
Q2 | $165K | Buy |
12,236
+138
| +1% | +$1.86K | ﹤0.01% | 4158 |
|
|
2023
Q1 | $174K | Sell |
12,098
-273
| -2% | -$3.93K | ﹤0.01% | 4057 |
|
|
2022
Q4 | $96.4K | Buy |
12,371
+624
| +5% | +$4.86K | ﹤0.01% | 4150 |
|
|
2022
Q3 | $134K | Buy |
+11,747
| New | +$134K | ﹤0.01% | 4015 |
|