LPL Financial’s National Beverage FIZZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $639K | Buy |
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|
2025
Q2 | $706K | Sell |
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|
2025
Q1 | $684K | Sell |
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|
2024
Q4 | $729K | Buy |
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|
2024
Q3 | $373K | Buy |
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|
2024
Q2 | $256K | Buy |
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|
2024
Q1 | $209K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $218K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $232K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $233K | Buy |
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|
2021
Q3 | $238K | Buy |
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|
2021
Q2 | $211K | Sell |
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|
2021
Q1 | $235K | Sell |
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|
2020
Q4 | $208K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $449K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $217K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $371K | Buy |
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|
2018
Q3 | $510K | Sell |
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|
2018
Q2 | $564K | Buy |
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|
2018
Q1 | $449K | Sell |
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|
2017
Q4 | $1.09M | Sell |
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|
2017
Q3 | $1.5M | Buy |
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|
2017
Q2 | $1.04M | Buy |
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|
2017
Q1 | $473K | Buy |
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|
2016
Q4 | $271K | Buy |
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|
2016
Q3 | $229K | Sell |
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|
2016
Q2 | $1.8M | Sell |
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|
2016
Q1 | $1.99M | Sell |
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|
2015
Q4 | $2.08M | Buy |
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