LPL Financial’s Certara CERT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
123,118
+5,284
| +4% | +$61.8K | ﹤0.01% | 3394 |
|
|
2025
Q1 | $1.12M | Buy |
117,834
+5,210
| +5% | +$49.3K | ﹤0.01% | 3430 |
|
|
2024
Q4 | $1.29M | Buy |
112,624
+16,586
| +17% | +$190K | ﹤0.01% | 3251 |
|
|
2024
Q3 | $1.12M | Buy |
96,038
+14,562
| +18% | +$171K | ﹤0.01% | 3234 |
|
|
2024
Q2 | $1.13M | Sell |
81,476
-10,963
| -12% | -$152K | ﹤0.01% | 3099 |
|
|
2024
Q1 | $1.65M | Buy |
92,439
+28,184
| +44% | +$504K | ﹤0.01% | 2687 |
|
|
2023
Q4 | $1.13M | Buy |
64,255
+15,181
| +31% | +$267K | ﹤0.01% | 2908 |
|
|
2023
Q3 | $708K | Buy |
49,074
+6,529
| +15% | +$94.2K | ﹤0.01% | 3182 |
|
|
2023
Q2 | $775K | Buy |
42,545
+7,208
| +20% | +$131K | ﹤0.01% | 3048 |
|
|
2023
Q1 | $852K | Buy |
35,337
+6,149
| +21% | +$148K | ﹤0.01% | 2857 |
|
|
2022
Q4 | $469K | Buy |
+29,188
| New | +$469K | ﹤0.01% | 3293 |
|