LPL Financial’s American Coastal Insurance ACIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $139K | Sell |
12,509
-149
| -1% | -$1.66K | ﹤0.01% | 5044 |
|
|
2025
Q1 | $146K | Buy |
+12,658
| New | +$146K | ﹤0.01% | 4820 |
|
|
2023
Q3 | – | Sell |
-15,145
| Closed | -$67.5K | – | 4628 |
|
|
2023
Q2 | $67.5K | Sell |
15,145
-1,935
| -11% | -$8.63K | ﹤0.01% | 4338 |
|
|
2023
Q1 | $48.2K | Buy |
17,080
+5,030
| +42% | +$14.2K | ﹤0.01% | 4274 |
|
|
2022
Q4 | $12.8K | Hold |
12,050
| – | – | ﹤0.01% | 4376 |
|
|
2022
Q3 | $8K | Hold |
12,050
| – | – | ﹤0.01% | 4346 |
|
|
2022
Q2 | $19K | Hold |
12,050
| – | – | ﹤0.01% | 4315 |
|
|
2022
Q1 | $40K | Buy |
+12,050
| New | +$40K | ﹤0.01% | 4057 |
|
|
2016
Q4 | – | Sell |
-26,343
| Closed | -$428K | – | 2680 |
|
|
2016
Q3 | $428K | Buy |
+26,343
| New | +$428K | ﹤0.01% | 1846 |
|
|
2016
Q2 | – | Sell |
-67,288
| Closed | -$1.22M | – | 2624 |
|
|
2016
Q1 | $1.22M | Sell |
67,288
-734
| -1% | -$13.4K | ﹤0.01% | 1529 |
|
|
2015
Q4 | $1.13M | Buy |
+68,022
| New | +$1.13M | ﹤0.01% | 1591 |
|