LPL Financial’s New Oriental EDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.47M | Buy |
+26,018
| New | +$1.49M | ﹤0.01% | 3804 |
|
|
2024
Q4 | – | Sell |
-3,712
| Closed | -$282K | – | 5332 |
|
|
2024
Q3 | $282K | Sell |
3,712
-17,746
| -83% | -$1.22M | ﹤0.01% | 4489 |
|
|
2024
Q2 | $1.67M | Buy |
21,458
+14,342
| +202% | +$1.17M | ﹤0.01% | 2774 |
|
|
2024
Q1 | $618K | Buy |
+7,116
| New | +$604K | ﹤0.01% | 3597 |
|
|
2023
Q2 | – | Sell |
-13,135
| Closed | -$507K | – | 4614 |
|
|
2023
Q1 | $507K | Buy |
+13,135
| New | +$531K | ﹤0.01% | 3313 |
|
|
2022
Q2 | – | Sell |
-2,800
| Closed | -$32K | – | 4453 |
|
|
2022
Q1 | $32K | Sell |
2,800
-1,470
| -34% | -$21.4K | ﹤0.01% | 4090 |
|
|
2021
Q4 | $90K | Sell |
4,270
-2,103
| -33% | -$45.4K | ﹤0.01% | 4155 |
|
|
2021
Q3 | $131K | Sell |
6,373
-15,353
| -71% | -$487K | ﹤0.01% | 4085 |
|
|
2021
Q2 | $1.78M | Sell |
21,726
-1,319
| -6% | -$160K | ﹤0.01% | 2074 |
|
|
2021
Q1 | $3.23M | Sell |
23,045
-1,889
| -8% | -$330K | ﹤0.01% | 1520 |
|
|
2020
Q4 | $4.63M | Buy |
24,934
+1,522
| +7% | +$256K | 0.01% | 1158 |
|
|
2020
Q3 | $3.5M | Sell |
23,412
-504
| -2% | -$72.8K | 0.01% | 1146 |
|
|
2020
Q2 | $3.12M | Sell |
23,916
-1,950
| -8% | -$238K | 0.01% | 1112 |
|
|
2020
Q1 | $2.8M | Buy |
25,866
+3,232
| +14% | +$415K | 0.01% | 1004 |
|
|
2019
Q4 | $2.74M | Buy |
22,634
+11,155
| +97% | +$1.33M | 0.01% | 1162 |
|
|
2019
Q3 | $1.27M | Buy |
11,479
+1,479
| +15% | +$155K | ﹤0.01% | 1566 |
|
|
2019
Q2 | $966K | Buy |
10,000
+1,421
| +17% | +$127K | ﹤0.01% | 1749 |
|
|
2019
Q1 | $773K | Sell |
8,579
-777
| -8% | -$58.5K | ﹤0.01% | 1841 |
|
|
2018
Q4 | $513K | Sell |
9,356
-1,163
| -11% | -$67.3K | ﹤0.01% | 2020 |
|
|
2018
Q3 | $779K | Buy |
10,519
+170
| +2% | +$14.1K | ﹤0.01% | 1873 |
|
|
2018
Q2 | $980K | Buy |
10,349
+570
| +6% | +$54.5K | ﹤0.01% | 1640 |
|
|
2018
Q1 | $857K | Buy |
9,779
+3,594
| +58% | +$334K | ﹤0.01% | 1727 |
|
|
2017
Q4 | $581K | Buy |
6,185
+3,031
| +96% | +$269K | ﹤0.01% | 1928 |
|
|
2017
Q3 | $278K | Buy |
+3,154
| New | +$257K | ﹤0.01% | 2425 |
|
|
2014
Q1 | – | Sell |
-9,434
| Closed | -$297K | – | 2657 |
|
|
2013
Q4 | $297K | Buy |
9,434
+1,275
| +16% | +$35.5K | ﹤0.01% | 2123 |
|
|
2013
Q3 | $208K | Buy |
+8,159
| New | +$186K | ﹤0.01% | 2292 |
|
Other funds holding EDU
FBIL
AMH
DG
