LPL Financial’s Clarus CLAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $133K | Buy |
38,410
+8,802
| +30% | +$30.5K | ﹤0.01% | 5060 |
|
|
2025
Q1 | $111K | Sell |
29,608
-116
| -0.4% | -$435 | ﹤0.01% | 4888 |
|
|
2024
Q4 | $134K | Buy |
29,724
+10,955
| +58% | +$49.4K | ﹤0.01% | 4804 |
|
|
2024
Q3 | $84.5K | Sell |
18,769
-65,497
| -78% | -$295K | ﹤0.01% | 4818 |
|
|
2024
Q2 | $567K | Sell |
84,266
-10,204
| -11% | -$68.7K | ﹤0.01% | 3708 |
|
|
2024
Q1 | $638K | Buy |
94,470
+38,046
| +67% | +$257K | ﹤0.01% | 3534 |
|
|
2023
Q4 | $389K | Buy |
56,424
+19,845
| +54% | +$137K | ﹤0.01% | 3819 |
|
|
2023
Q3 | $277K | Sell |
36,579
-58,000
| -61% | -$438K | ﹤0.01% | 3944 |
|
|
2023
Q2 | $864K | Sell |
94,579
-3,953
| -4% | -$36.1K | ﹤0.01% | 2942 |
|
|
2023
Q1 | $931K | Buy |
98,532
+37,976
| +63% | +$359K | ﹤0.01% | 2799 |
|
|
2022
Q4 | $475K | Sell |
60,556
-6,165
| -9% | -$48.3K | ﹤0.01% | 3274 |
|
|
2022
Q3 | $899K | Buy |
66,721
+25,543
| +62% | +$344K | ﹤0.01% | 2625 |
|
|
2022
Q2 | $782K | Sell |
41,178
-114
| -0.3% | -$2.17K | ﹤0.01% | 2789 |
|
|
2022
Q1 | $941K | Sell |
41,292
-615
| -1% | -$14K | ﹤0.01% | 2659 |
|
|
2021
Q4 | $1.16M | Sell |
41,907
-569
| -1% | -$15.8K | ﹤0.01% | 2522 |
|
|
2021
Q3 | $1.09M | Buy |
42,476
+1,523
| +4% | +$39K | ﹤0.01% | 2532 |
|
|
2021
Q2 | $1.05M | Buy |
40,953
+114
| +0.3% | +$2.93K | ﹤0.01% | 2517 |
|
|
2021
Q1 | $696K | Hold |
40,839
| – | – | ﹤0.01% | 2719 |
|
|
2020
Q4 | $629K | Buy |
40,839
+89
| +0.2% | +$1.37K | ﹤0.01% | 2537 |
|
|
2020
Q3 | $575K | Buy |
40,750
+75
| +0.2% | +$1.06K | ﹤0.01% | 2342 |
|
|
2020
Q2 | $470K | Sell |
40,675
-5
| -0% | -$58 | ﹤0.01% | 2427 |
|
|
2020
Q1 | $397K | Sell |
40,680
-1,456
| -3% | -$14.2K | ﹤0.01% | 2255 |
|
|
2019
Q4 | $569K | Hold |
42,136
| – | – | ﹤0.01% | 2258 |
|
|
2019
Q3 | $492K | Hold |
42,136
| – | – | ﹤0.01% | 2269 |
|
|
2019
Q2 | $606K | Sell |
42,136
-4,742
| -10% | -$68.2K | ﹤0.01% | 2116 |
|
|
2019
Q1 | $598K | Sell |
46,878
-271
| -0.6% | -$3.46K | ﹤0.01% | 2065 |
|
|
2018
Q4 | $475K | Buy |
47,149
+442
| +0.9% | +$4.45K | ﹤0.01% | 2066 |
|
|
2018
Q3 | $514K | Hold |
46,707
| – | – | ﹤0.01% | 2199 |
|
|
2018
Q2 | $384K | Hold |
46,707
| – | – | ﹤0.01% | 2406 |
|
|
2018
Q1 | $314K | Buy |
+46,707
| New | +$314K | ﹤0.01% | 2549 |
|
|
2016
Q4 | – | Sell |
-10,446
| Closed | -$52K | – | 2692 |
|
|
2016
Q3 | $52K | Buy |
+10,446
| New | +$52K | ﹤0.01% | 2575 |
|
|
2016
Q2 | – | Sell |
-16,071
| Closed | -$73K | – | 2673 |
|
|
2016
Q1 | $73K | Buy |
+16,071
| New | +$73K | ﹤0.01% | 2973 |
|