LPL Financial’s AvePoint AVPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Buy |
16,052
+3,311
| +26% | +$63.9K | ﹤0.01% | 4641 |
|
|
2025
Q1 | $184K | Sell |
12,741
-36
| -0.3% | -$520 | ﹤0.01% | 4768 |
|
|
2024
Q4 | $211K | Buy |
12,777
+2,242
| +21% | +$37K | ﹤0.01% | 4666 |
|
|
2024
Q3 | $124K | Buy |
+10,535
| New | +$124K | ﹤0.01% | 4746 |
|
|
2021
Q1 | – | Sell |
-30,980
| Closed | -$465K | – | 4054 |
|
|
2020
Q4 | $465K | Buy |
+30,980
| New | +$465K | ﹤0.01% | 2817 |
|