LPL Financial’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.34M | Buy |
233,629
+29,844
| +15% | +$555K | ﹤0.01% | 2421 |
|
|
2025
Q1 | $3.13M | Buy |
203,785
+40,066
| +24% | +$615K | ﹤0.01% | 2530 |
|
|
2024
Q4 | $2.18M | Buy |
163,719
+64,801
| +66% | +$861K | ﹤0.01% | 2764 |
|
|
2024
Q3 | $1.2M | Buy |
98,918
+12,993
| +15% | +$158K | ﹤0.01% | 3174 |
|
|
2024
Q2 | $920K | Sell |
85,925
-119,495
| -58% | -$1.28M | ﹤0.01% | 3295 |
|
|
2024
Q1 | $1.94M | Buy |
205,420
+26,547
| +15% | +$251K | ﹤0.01% | 2540 |
|
|
2023
Q4 | $1.41M | Buy |
178,873
+1,551
| +0.9% | +$12.2K | ﹤0.01% | 2719 |
|
|
2023
Q3 | $1.38M | Sell |
177,322
-1,721
| -1% | -$13.4K | ﹤0.01% | 2613 |
|
|
2023
Q2 | $1.41M | Buy |
179,043
+3,351
| +2% | +$26.3K | ﹤0.01% | 2555 |
|
|
2023
Q1 | $1.26M | Sell |
175,692
-752
| -0.4% | -$5.41K | ﹤0.01% | 2555 |
|
|
2022
Q4 | $1.38M | Buy |
176,444
+7,327
| +4% | +$57.2K | ﹤0.01% | 2385 |
|
|
2022
Q3 | $1.08M | Buy |
169,117
+128,048
| +312% | +$819K | ﹤0.01% | 2475 |
|
|
2022
Q2 | $312K | Buy |
41,069
+8,154
| +25% | +$61.9K | ﹤0.01% | 3572 |
|
|
2022
Q1 | $260K | Buy |
32,915
+13
| +0% | +$103 | ﹤0.01% | 3666 |
|
|
2021
Q4 | $341K | Sell |
32,902
-32,136
| -49% | -$333K | ﹤0.01% | 3584 |
|
|
2021
Q3 | $671K | Sell |
65,038
-2,550
| -4% | -$26.3K | ﹤0.01% | 2938 |
|
|
2021
Q2 | $652K | Sell |
67,588
-1,432
| -2% | -$13.8K | ﹤0.01% | 2921 |
|
|
2021
Q1 | $706K | Sell |
69,020
-2,564
| -4% | -$26.2K | ﹤0.01% | 2708 |
|
|
2020
Q4 | $572K | Buy |
71,584
+2,439
| +4% | +$19.5K | ﹤0.01% | 2625 |
|
|
2020
Q3 | $346K | Sell |
69,145
-16,516
| -19% | -$82.6K | ﹤0.01% | 2778 |
|
|
2020
Q2 | $485K | Sell |
85,661
-30,745
| -26% | -$174K | ﹤0.01% | 2396 |
|
|
2020
Q1 | $527K | Buy |
116,406
+56,519
| +94% | +$256K | ﹤0.01% | 2057 |
|
|
2019
Q4 | $570K | Sell |
59,887
-2,465
| -4% | -$23.5K | ﹤0.01% | 2255 |
|
|
2019
Q3 | $458K | Sell |
62,352
-21,016
| -25% | -$154K | ﹤0.01% | 2319 |
|
|
2019
Q2 | $621K | Buy |
83,368
+5,607
| +7% | +$41.8K | ﹤0.01% | 2095 |
|
|
2019
Q1 | $609K | Buy |
77,761
+14,513
| +23% | +$114K | ﹤0.01% | 2043 |
|
|
2018
Q4 | $456K | Sell |
63,248
-10,946
| -15% | -$78.9K | ﹤0.01% | 2097 |
|
|
2018
Q3 | $635K | Sell |
74,194
-19,878
| -21% | -$170K | ﹤0.01% | 2038 |
|
|
2018
Q2 | $902K | Sell |
94,072
-522
| -0.6% | -$5.01K | ﹤0.01% | 1680 |
|
|
2018
Q1 | $1.07M | Buy |
94,594
+37,325
| +65% | +$422K | ﹤0.01% | 1542 |
|
|
2017
Q4 | $597K | Buy |
57,269
+10,214
| +22% | +$106K | ﹤0.01% | 1893 |
|
|
2017
Q3 | $466K | Sell |
47,055
-32,079
| -41% | -$318K | ﹤0.01% | 1989 |
|
|
2017
Q2 | $797K | Buy |
79,134
+58,970
| +292% | +$594K | ﹤0.01% | 1527 |
|
|
2017
Q1 | $213K | Sell |
20,164
-511
| -2% | -$5.4K | ﹤0.01% | 2453 |
|
|
2016
Q4 | $222K | Sell |
20,675
-1,766
| -8% | -$19K | ﹤0.01% | 2401 |
|
|
2016
Q3 | $183K | Sell |
22,441
-2,010
| -8% | -$16.4K | ﹤0.01% | 2428 |
|
|
2016
Q2 | $162K | Buy |
+24,451
| New | +$162K | ﹤0.01% | 2419 |
|
|
2015
Q4 | – | Sell |
-12,695
| Closed | -$185K | – | 3170 |
|
|
2015
Q3 | $185K | Buy |
12,695
+681
| +6% | +$9.92K | ﹤0.01% | 2540 |
|
|
2015
Q2 | $181K | Sell |
12,014
-1,452
| -11% | -$21.9K | ﹤0.01% | 2653 |
|
|
2015
Q1 | $187K | Sell |
13,466
-1,348
| -9% | -$18.7K | ﹤0.01% | 2574 |
|
|
2014
Q4 | $207K | Buy |
+14,814
| New | +$207K | ﹤0.01% | 2480 |
|
|
2014
Q3 | – | Sell |
-18,193
| Closed | -$246K | – | 2702 |
|
|
2014
Q2 | $246K | Buy |
18,193
+395
| +2% | +$5.34K | ﹤0.01% | 2343 |
|
|
2014
Q1 | $259K | Sell |
17,798
-9,626
| -35% | -$140K | ﹤0.01% | 2238 |
|
|
2013
Q4 | $460K | Buy |
27,424
+10,032
| +58% | +$168K | ﹤0.01% | 1779 |
|
|
2013
Q3 | $287K | Buy |
17,392
+1,398
| +9% | +$23.1K | ﹤0.01% | 2035 |
|
|
2013
Q2 | $234K | Buy |
+15,994
| New | +$234K | ﹤0.01% | 2081 |
|