LPL Financial’s BILL Holdings BILL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.5M | Buy |
659,311
+571,820
| +654% | +$26.5M | 0.01% | 1014 |
|
|
2025
Q1 | $4.01M | Buy |
87,491
+22,958
| +36% | +$1.05M | ﹤0.01% | 2328 |
|
|
2024
Q4 | $5.47M | Sell |
64,533
-1,847
| -3% | -$156K | ﹤0.01% | 2005 |
|
|
2024
Q3 | $3.5M | Buy |
66,380
+54,125
| +442% | +$2.86M | ﹤0.01% | 2240 |
|
|
2024
Q2 | $645K | Buy |
12,255
+1,753
| +17% | +$92.2K | ﹤0.01% | 3588 |
|
|
2024
Q1 | $722K | Buy |
10,502
+1,860
| +22% | +$128K | ﹤0.01% | 3419 |
|
|
2023
Q4 | $705K | Sell |
8,642
-4,654
| -35% | -$380K | ﹤0.01% | 3331 |
|
|
2023
Q3 | $1.44M | Buy |
13,296
+5,362
| +68% | +$582K | ﹤0.01% | 2576 |
|
|
2023
Q2 | $927K | Sell |
7,934
-195
| -2% | -$22.8K | ﹤0.01% | 2871 |
|
|
2023
Q1 | $660K | Buy |
8,129
+132
| +2% | +$10.7K | ﹤0.01% | 3106 |
|
|
2022
Q4 | $871K | Buy |
7,997
+2,203
| +38% | +$240K | ﹤0.01% | 2738 |
|
|
2022
Q3 | $767K | Sell |
5,794
-821
| -12% | -$109K | ﹤0.01% | 2738 |
|
|
2022
Q2 | $727K | Sell |
6,615
-1,154
| -15% | -$127K | ﹤0.01% | 2851 |
|
|
2022
Q1 | $1.76M | Sell |
7,769
-4,184
| -35% | -$949K | ﹤0.01% | 2151 |
|
|
2021
Q4 | $2.98M | Buy |
11,953
+2,253
| +23% | +$561K | ﹤0.01% | 1790 |
|
|
2021
Q3 | $2.59M | Buy |
9,700
+5,914
| +156% | +$1.58M | ﹤0.01% | 1848 |
|
|
2021
Q2 | $694K | Sell |
3,786
-351
| -8% | -$64.3K | ﹤0.01% | 2865 |
|
|
2021
Q1 | $602K | Buy |
4,137
+399
| +11% | +$58.1K | ﹤0.01% | 2851 |
|
|
2020
Q4 | $510K | Buy |
3,738
+650
| +21% | +$88.7K | ﹤0.01% | 2728 |
|
|
2020
Q3 | $310K | Buy |
+3,088
| New | +$310K | ﹤0.01% | 2866 |
|