LPL Financial’s BlackLine BL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $710K | Sell |
12,535
-3,196
| -20% | -$181K | ﹤0.01% | 4020 |
|
|
2025
Q1 | $762K | Sell |
15,731
-1,517
| -9% | -$73.5K | ﹤0.01% | 3740 |
|
|
2024
Q4 | $1.05M | Buy |
17,248
+8,100
| +89% | +$492K | ﹤0.01% | 3416 |
|
|
2024
Q3 | $504K | Sell |
9,148
-7,443
| -45% | -$410K | ﹤0.01% | 3929 |
|
|
2024
Q2 | $804K | Sell |
16,591
-11,015
| -40% | -$534K | ﹤0.01% | 3416 |
|
|
2024
Q1 | $1.78M | Sell |
27,606
-2,057
| -7% | -$133K | ﹤0.01% | 2608 |
|
|
2023
Q4 | $1.85M | Sell |
29,663
-2,427
| -8% | -$152K | ﹤0.01% | 2461 |
|
|
2023
Q3 | $1.78M | Buy |
32,090
+2,146
| +7% | +$119K | ﹤0.01% | 2385 |
|
|
2023
Q2 | $1.61M | Buy |
29,944
+14,258
| +91% | +$767K | ﹤0.01% | 2429 |
|
|
2023
Q1 | $1.05M | Buy |
15,686
+363
| +2% | +$24.4K | ﹤0.01% | 2704 |
|
|
2022
Q4 | $1.03M | Sell |
15,323
-1,158
| -7% | -$77.9K | ﹤0.01% | 2614 |
|
|
2022
Q3 | $987K | Sell |
16,481
-463
| -3% | -$27.7K | ﹤0.01% | 2550 |
|
|
2022
Q2 | $1.13M | Sell |
16,944
-867
| -5% | -$57.7K | ﹤0.01% | 2484 |
|
|
2022
Q1 | $1.3M | Sell |
17,811
-364
| -2% | -$26.7K | ﹤0.01% | 2384 |
|
|
2021
Q4 | $1.88M | Sell |
18,175
-3,037
| -14% | -$314K | ﹤0.01% | 2129 |
|
|
2021
Q3 | $2.5M | Buy |
21,212
+6,502
| +44% | +$768K | ﹤0.01% | 1881 |
|
|
2021
Q2 | $1.64M | Buy |
14,710
+1,865
| +15% | +$208K | ﹤0.01% | 2136 |
|
|
2021
Q1 | $1.39M | Sell |
12,845
-6,953
| -35% | -$753K | ﹤0.01% | 2111 |
|
|
2020
Q4 | $2.64M | Buy |
19,798
+12,147
| +159% | +$1.62M | ﹤0.01% | 1495 |
|
|
2020
Q3 | $686K | Buy |
7,651
+3,254
| +74% | +$292K | ﹤0.01% | 2210 |
|
|
2020
Q2 | $365K | Sell |
4,397
-45
| -1% | -$3.74K | ﹤0.01% | 2663 |
|
|
2020
Q1 | $234K | Buy |
+4,442
| New | +$234K | ﹤0.01% | 2679 |
|
|
2019
Q1 | – | Sell |
-12,706
| Closed | -$520K | – | 3171 |
|
|
2018
Q4 | $520K | Buy |
12,706
+1,877
| +17% | +$76.8K | ﹤0.01% | 1997 |
|
|
2018
Q3 | $612K | Sell |
10,829
-1,080
| -9% | -$61K | ﹤0.01% | 2073 |
|
|
2018
Q2 | $517K | Sell |
11,909
-1,156
| -9% | -$50.2K | ﹤0.01% | 2151 |
|
|
2018
Q1 | $512K | Sell |
13,065
-23
| -0.2% | -$901 | ﹤0.01% | 2111 |
|
|
2017
Q4 | $429K | Sell |
13,088
-961
| -7% | -$31.5K | ﹤0.01% | 2175 |
|
|
2017
Q3 | $479K | Buy |
+14,049
| New | +$479K | ﹤0.01% | 1972 |
|