LPL Financial’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $236K | Sell |
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|
2024
Q2 | $1.84M | Sell |
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|
2024
Q1 | $1.8M | Buy |
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|
2023
Q4 | $1.42M | Buy |
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|
2023
Q3 | $996K | Buy |
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|
2023
Q2 | $1.28M | Buy |
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|
2023
Q1 | $1.22M | Buy |
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|
2022
Q4 | $1.18M | Buy |
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|
2022
Q3 | $705K | Buy |
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|
2022
Q2 | $823K | Buy |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $947K | Sell |
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|
2021
Q3 | $995K | Buy |
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|
2021
Q2 | $592K | Buy |
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|
2021
Q1 | $471K | Sell |
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|
2020
Q4 | $541K | Buy |
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|
2020
Q3 | $492K | Sell |
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|
2020
Q2 | $486K | Buy |
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|
2020
Q1 | $338K | Buy |
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|
2019
Q4 | $403K | Sell |
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|
2019
Q3 | $374K | Buy |
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|
2019
Q2 | $442K | Buy |
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|
2019
Q1 | $410K | Buy |
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|
2018
Q4 | $258K | Buy |
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|
2018
Q3 | $297K | Sell |
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|
2018
Q2 | $270K | Sell |
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|
2018
Q1 | $282K | Buy |
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|
2017
Q4 | $233K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $448K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $211K | Buy |
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