LPL Financial’s First Capital FCAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,015
| Closed | -$344K | – | 5425 |
|
|
2025
Q1 | $344K | Buy |
+9,015
| New | +$344K | ﹤0.01% | 4393 |
|
|
2020
Q3 | – | Sell |
-3,257
| Closed | -$226K | – | 3554 |
|
|
2020
Q2 | $226K | Buy |
+3,257
| New | +$226K | ﹤0.01% | 3017 |
|
|
2020
Q1 | – | Sell |
-2,757
| Closed | -$201K | – | 3275 |
|
|
2019
Q4 | $201K | Buy |
+2,757
| New | +$201K | ﹤0.01% | 3083 |
|