LPL Financial’s PC Connection CNXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Buy |
4,512
+392
| +10% | +$25.8K | ﹤0.01% | 4674 |
|
|
2025
Q1 | $257K | Buy |
4,120
+1,039
| +34% | +$64.9K | ﹤0.01% | 4573 |
|
|
2024
Q4 | $213K | Buy |
3,081
+16
| +0.5% | +$1.11K | ﹤0.01% | 4660 |
|
|
2024
Q3 | $231K | Buy |
+3,065
| New | +$231K | ﹤0.01% | 4531 |
|
|
2024
Q2 | – | Sell |
-3,090
| Closed | -$204K | – | 4929 |
|
|
2024
Q1 | $204K | Sell |
3,090
-50
| -2% | -$3.3K | ﹤0.01% | 4426 |
|
|
2023
Q4 | $211K | Buy |
+3,140
| New | +$211K | ﹤0.01% | 4290 |
|
|
2023
Q2 | – | Sell |
-4,736
| Closed | -$213K | – | 4550 |
|
|
2023
Q1 | $213K | Buy |
+4,736
| New | +$213K | ﹤0.01% | 3968 |
|
|
2022
Q2 | – | Sell |
-4,397
| Closed | -$230K | – | 4406 |
|
|
2022
Q1 | $230K | Buy |
+4,397
| New | +$230K | ﹤0.01% | 3740 |
|
|
2021
Q3 | – | Sell |
-4,618
| Closed | -$214K | – | 4309 |
|
|
2021
Q2 | $214K | Sell |
4,618
-1,068
| -19% | -$49.5K | ﹤0.01% | 3838 |
|
|
2021
Q1 | $264K | Buy |
5,686
+266
| +5% | +$12.4K | ﹤0.01% | 3552 |
|
|
2020
Q4 | $256K | Buy |
+5,420
| New | +$256K | ﹤0.01% | 3321 |
|
|
2020
Q3 | – | Sell |
-4,653
| Closed | -$216K | – | 3541 |
|
|
2020
Q2 | $216K | Buy |
+4,653
| New | +$216K | ﹤0.01% | 3051 |
|
|
2020
Q1 | – | Sell |
-4,942
| Closed | -$245K | – | 3235 |
|
|
2019
Q4 | $245K | Sell |
4,942
-319
| -6% | -$15.8K | ﹤0.01% | 2922 |
|
|
2019
Q3 | $205K | Buy |
+5,261
| New | +$205K | ﹤0.01% | 2972 |
|
|
2019
Q2 | – | Sell |
-5,821
| Closed | -$213K | – | 3272 |
|
|
2019
Q1 | $213K | Buy |
+5,821
| New | +$213K | ﹤0.01% | 2882 |
|
|
2016
Q3 | – | Sell |
-10,500
| Closed | -$246K | – | 2649 |
|
|
2016
Q2 | $246K | Sell |
10,500
-550
| -5% | -$12.9K | ﹤0.01% | 2231 |
|
|
2016
Q1 | $269K | Buy |
+11,050
| New | +$269K | ﹤0.01% | 2596 |
|