LPL Financial’s CVR Energy CVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $811K | Sell |
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|
2025
Q2 | $715K | Sell |
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|
2025
Q1 | $635K | Buy |
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|
2024
Q4 | $206K | Sell |
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|
2024
Q3 | $1.08M | Sell |
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|
2024
Q2 | $1.82M | Buy |
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|
2024
Q1 | $1.96M | Buy |
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|
2023
Q4 | $1.56M | Sell |
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|
2023
Q3 | $2.01M | Buy |
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|
2023
Q2 | $1.62M | Buy |
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|
2023
Q1 | $1.41M | Buy |
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|
2022
Q4 | $1.23M | Buy |
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|
2022
Q3 | $587K | Buy |
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|
2022
Q2 | $216K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.06M | Buy |
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|
2021
Q1 | $1.07M | Buy |
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|
2020
Q4 | $485K | Buy |
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|
2020
Q3 | $378K | Sell |
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|
2020
Q2 | $668K | Sell |
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|
2020
Q1 | $568K | Buy |
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|
2019
Q4 | $771K | Sell |
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|
2019
Q3 | $844K | Sell |
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|
2019
Q2 | $1.06M | Sell |
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|
2019
Q1 | $1.05M | Buy |
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|
2018
Q4 | $626K | Buy |
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|
2018
Q3 | $729K | Buy |
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|
2018
Q2 | $655K | Sell |
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|
2018
Q1 | $536K | Sell |
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|
2017
Q4 | $663K | Sell |
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|
2017
Q3 | $463K | Buy |
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|
2017
Q2 | $290K | Sell |
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|
2017
Q1 | $267K | Sell |
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|
2016
Q4 | $342K | Buy |
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|
2016
Q3 | $161K | Buy |
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|
2016
Q2 | $167K | Sell |
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|
2016
Q1 | $450K | Sell |
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|
2015
Q4 | $754K | Buy |
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|
2015
Q3 | $456K | Buy |
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|
2015
Q2 | $381K | Buy |
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|
2015
Q1 | $366K | Sell |
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|
2014
Q4 | $1.13M | Sell |
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|
2014
Q3 | $1.52M | Sell |
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|
2014
Q2 | $1.77M | Sell |
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|
2014
Q1 | $1.9M | Buy |
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|
2013
Q4 | $756K | Buy |
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|
2013
Q3 | $537K | Buy |
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|
2013
Q2 | $308K | Buy |
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