LPL Financial’s City Office REIT CIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $196K | Sell |
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|
2025
Q1 | $191K | Sell |
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|
2024
Q4 | $215K | Buy |
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|
2024
Q3 | $222K | Buy |
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|
2024
Q2 | $179K | Sell |
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|
2024
Q1 | $216K | Sell |
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|
2023
Q4 | $277K | Sell |
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|
2023
Q3 | $214K | Sell |
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|
2023
Q2 | $400K | Buy |
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|
2023
Q1 | $470K | Buy |
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|
2022
Q4 | $486K | Buy |
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|
2022
Q3 | $550K | Sell |
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|
2022
Q2 | $746K | Sell |
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|
2022
Q1 | $1.16M | Buy |
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|
2021
Q4 | $1.25M | Sell |
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|
2021
Q3 | $1.17M | Sell |
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|
2021
Q2 | $868K | Buy |
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|
2021
Q1 | $663K | Buy |
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|
2020
Q4 | $577K | Sell |
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|
2020
Q3 | $495K | Sell |
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|
2020
Q2 | $700K | Sell |
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|
2020
Q1 | $513K | Buy |
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|
2019
Q4 | $854K | Buy |
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|
2019
Q3 | $623K | Buy |
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|
2019
Q2 | $298K | Buy |
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|
2019
Q1 | $244K | Buy |
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