LPL Financial’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $725K | Buy |
45,569
+29,656
| +186% | +$472K | ﹤0.01% | 4000 |
|
|
2025
Q1 | $252K | Buy |
+15,913
| New | +$252K | ﹤0.01% | 4590 |
|
|
2020
Q2 | – | Sell |
-8,279
| Closed | -$215K | – | 3441 |
|
|
2020
Q1 | $215K | Sell |
8,279
-3,866
| -32% | -$100K | ﹤0.01% | 2741 |
|
|
2019
Q4 | $606K | Buy |
12,145
+2,895
| +31% | +$144K | ﹤0.01% | 2206 |
|
|
2019
Q3 | $455K | Sell |
9,250
-172
| -2% | -$8.46K | ﹤0.01% | 2326 |
|
|
2019
Q2 | $383K | Sell |
9,422
-18
| -0.2% | -$732 | ﹤0.01% | 2486 |
|
|
2019
Q1 | $413K | Buy |
9,440
+3,258
| +53% | +$143K | ﹤0.01% | 2363 |
|
|
2018
Q4 | $238K | Sell |
6,182
-1,145
| -16% | -$44.1K | ﹤0.01% | 2650 |
|
|
2018
Q3 | $417K | Buy |
+7,327
| New | +$417K | ﹤0.01% | 2377 |
|
|
2014
Q3 | – | Sell |
-3,600
| Closed | -$211K | – | 2719 |
|
|
2014
Q2 | $211K | Sell |
3,600
-400
| -10% | -$23.4K | ﹤0.01% | 2454 |
|
|
2014
Q1 | $210K | Sell |
4,000
-119
| -3% | -$6.25K | ﹤0.01% | 2404 |
|
|
2013
Q4 | $215K | Buy |
+4,119
| New | +$215K | ﹤0.01% | 2386 |
|