LPL Financial’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76M | Buy |
19,358
+669
| +4% | +$95.3K | ﹤0.01% | 2804 |
|
|
2025
Q1 | $2.86M | Buy |
18,689
+4,968
| +36% | +$760K | ﹤0.01% | 2605 |
|
|
2024
Q4 | $2.05M | Sell |
13,721
-4,836
| -26% | -$723K | ﹤0.01% | 2824 |
|
|
2024
Q3 | $3.04M | Buy |
18,557
+2,928
| +19% | +$480K | ﹤0.01% | 2348 |
|
|
2024
Q2 | $2.17M | Sell |
15,629
-514
| -3% | -$71.2K | ﹤0.01% | 2512 |
|
|
2024
Q1 | $2.23M | Buy |
16,143
+12
| +0.1% | +$1.66K | ﹤0.01% | 2436 |
|
|
2023
Q4 | $1.69M | Buy |
16,131
+78
| +0.5% | +$8.17K | ﹤0.01% | 2553 |
|
|
2023
Q3 | $1.52M | Buy |
16,053
+6,178
| +63% | +$584K | ﹤0.01% | 2538 |
|
|
2023
Q2 | $992K | Buy |
9,875
+573
| +6% | +$57.6K | ﹤0.01% | 2814 |
|
|
2023
Q1 | $754K | Sell |
9,302
-22,361
| -71% | -$1.81M | ﹤0.01% | 2973 |
|
|
2022
Q4 | $2.36M | Buy |
31,663
+109
| +0.3% | +$8.14K | ﹤0.01% | 1945 |
|
|
2022
Q3 | $2.61M | Buy |
31,554
+13,713
| +77% | +$1.14M | ﹤0.01% | 1790 |
|
|
2022
Q2 | $1.43M | Buy |
17,841
+1,635
| +10% | +$131K | ﹤0.01% | 2280 |
|
|
2022
Q1 | $1.83M | Sell |
16,206
-977
| -6% | -$111K | ﹤0.01% | 2115 |
|
|
2021
Q4 | $1.96M | Sell |
17,183
-612
| -3% | -$69.6K | ﹤0.01% | 2098 |
|
|
2021
Q3 | $2.07M | Buy |
17,795
+1,224
| +7% | +$142K | ﹤0.01% | 2007 |
|
|
2021
Q2 | $2M | Buy |
16,571
+4,651
| +39% | +$560K | ﹤0.01% | 1978 |
|
|
2021
Q1 | $1.29M | Sell |
11,920
-1,544
| -11% | -$166K | ﹤0.01% | 2177 |
|
|
2020
Q4 | $1.58M | Buy |
13,464
+607
| +5% | +$71.3K | ﹤0.01% | 1838 |
|
|
2020
Q3 | $1.1M | Buy |
12,857
+3,434
| +36% | +$294K | ﹤0.01% | 1871 |
|
|
2020
Q2 | $746K | Buy |
9,423
+2,296
| +32% | +$182K | ﹤0.01% | 2055 |
|
|
2020
Q1 | $542K | Buy |
7,127
+612
| +9% | +$46.5K | ﹤0.01% | 2044 |
|
|
2019
Q4 | $489K | Buy |
6,515
+1,458
| +29% | +$109K | ﹤0.01% | 2384 |
|
|
2019
Q3 | $289K | Buy |
5,057
+771
| +18% | +$44.1K | ﹤0.01% | 2703 |
|
|
2019
Q2 | $241K | Buy |
+4,286
| New | +$241K | ﹤0.01% | 2871 |
|
|
2019
Q1 | – | Sell |
-7,242
| Closed | -$373K | – | 3181 |
|
|
2018
Q4 | $373K | Sell |
7,242
-646
| -8% | -$33.3K | ﹤0.01% | 2274 |
|
|
2018
Q3 | $565K | Sell |
7,888
-100
| -1% | -$7.16K | ﹤0.01% | 2125 |
|
|
2018
Q2 | $555K | Buy |
7,988
+1,782
| +29% | +$124K | ﹤0.01% | 2096 |
|
|
2018
Q1 | $409K | Buy |
+6,206
| New | +$409K | ﹤0.01% | 2316 |
|
|
2017
Q1 | – | Sell |
-3,502
| Closed | -$228K | – | 2720 |
|
|
2016
Q4 | $228K | Buy |
3,502
+106
| +3% | +$6.9K | ﹤0.01% | 2381 |
|
|
2016
Q3 | $218K | Sell |
3,396
-2,660
| -44% | -$171K | ﹤0.01% | 2349 |
|
|
2016
Q2 | $464K | Sell |
6,056
-7,558
| -56% | -$579K | ﹤0.01% | 1738 |
|
|
2016
Q1 | $994K | Sell |
13,614
-510
| -4% | -$37.2K | ﹤0.01% | 1681 |
|
|
2015
Q4 | $976K | Buy |
14,124
+4,978
| +54% | +$344K | ﹤0.01% | 1698 |
|
|
2015
Q3 | $671K | Sell |
9,146
-1,978
| -18% | -$145K | ﹤0.01% | 1547 |
|
|
2015
Q2 | $885K | Sell |
11,124
-851
| -7% | -$67.7K | ﹤0.01% | 1468 |
|
|
2015
Q1 | $959K | Sell |
11,975
-1,211
| -9% | -$97K | ﹤0.01% | 1382 |
|
|
2014
Q4 | $999K | Buy |
13,186
+532
| +4% | +$40.3K | 0.01% | 1302 |
|
|
2014
Q3 | $921K | Sell |
12,654
-1,884
| -13% | -$137K | 0.01% | 1324 |
|
|
2014
Q2 | $1.05M | Sell |
14,538
-1,823
| -11% | -$132K | 0.01% | 1283 |
|
|
2014
Q1 | $1.13M | Buy |
16,361
+2,949
| +22% | +$203K | 0.01% | 1189 |
|
|
2013
Q4 | $850K | Buy |
13,412
+1,669
| +14% | +$106K | 0.01% | 1343 |
|
|
2013
Q3 | $676K | Sell |
11,743
-427
| -4% | -$24.6K | ﹤0.01% | 1440 |
|
|
2013
Q2 | $735K | Buy |
+12,170
| New | +$735K | 0.01% | 1303 |
|