LPL Financial’s City Holding Co CHCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Buy |
+1,634
| New | +$200K | ﹤0.01% | 4945 |
|
|
2025
Q1 | – | Sell |
-1,934
| Closed | -$229K | – | 5233 |
|
|
2024
Q4 | $229K | Buy |
1,934
+68
| +4% | +$8.06K | ﹤0.01% | 4624 |
|
|
2024
Q3 | $219K | Sell |
1,866
-34
| -2% | -$3.99K | ﹤0.01% | 4569 |
|
|
2024
Q2 | $202K | Buy |
+1,900
| New | +$202K | ﹤0.01% | 4471 |
|
|
2024
Q1 | – | Sell |
-4,235
| Closed | -$467K | – | 4854 |
|
|
2023
Q4 | $467K | Sell |
4,235
-507
| -11% | -$55.9K | ﹤0.01% | 3676 |
|
|
2023
Q3 | $428K | Sell |
4,742
-56
| -1% | -$5.06K | ﹤0.01% | 3582 |
|
|
2023
Q2 | $432K | Sell |
4,798
-534
| -10% | -$48.1K | ﹤0.01% | 3526 |
|
|
2023
Q1 | $485K | Buy |
5,332
+1,642
| +44% | +$149K | ﹤0.01% | 3342 |
|
|
2022
Q4 | $344K | Buy |
3,690
+1,427
| +63% | +$133K | ﹤0.01% | 3539 |
|
|
2022
Q3 | $201K | Buy |
+2,263
| New | +$201K | ﹤0.01% | 3899 |
|