LPL Financial’s DoubleVerify DV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
75,842
-5,656
| -7% | -$84.7K | ﹤0.01% | 3607 |
|
|
2025
Q1 | $1.09M | Buy |
81,498
+50,375
| +162% | +$674K | ﹤0.01% | 3452 |
|
|
2024
Q4 | $598K | Buy |
31,123
+4,123
| +15% | +$79.2K | ﹤0.01% | 3882 |
|
|
2024
Q3 | $455K | Sell |
27,000
-5,421
| -17% | -$91.3K | ﹤0.01% | 4011 |
|
|
2024
Q2 | $631K | Sell |
32,421
-74
| -0.2% | -$1.44K | ﹤0.01% | 3611 |
|
|
2024
Q1 | $1.14M | Buy |
32,495
+10,252
| +46% | +$360K | ﹤0.01% | 3023 |
|
|
2023
Q4 | $818K | Buy |
22,243
+8,093
| +57% | +$298K | ﹤0.01% | 3205 |
|
|
2023
Q3 | $395K | Buy |
14,150
+4,478
| +46% | +$125K | ﹤0.01% | 3639 |
|
|
2023
Q2 | $376K | Sell |
9,672
-3,354
| -26% | -$131K | ﹤0.01% | 3642 |
|
|
2023
Q1 | $393K | Buy |
13,026
+396
| +3% | +$11.9K | ﹤0.01% | 3510 |
|
|
2022
Q4 | $277K | Buy |
+12,630
| New | +$277K | ﹤0.01% | 3683 |
|