LPL Financial’s FirstService FSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
11,663
+856
| +8% | +$149K | ﹤0.01% | 3084 |
|
|
2025
Q1 | $1.79M | Buy |
10,807
+1,100
| +11% | +$183K | ﹤0.01% | 3023 |
|
|
2024
Q4 | $1.76M | Buy |
9,707
+471
| +5% | +$85.3K | ﹤0.01% | 2964 |
|
|
2024
Q3 | $1.69M | Buy |
9,236
+252
| +3% | +$46K | ﹤0.01% | 2868 |
|
|
2024
Q2 | $1.37M | Buy |
8,984
+82
| +0.9% | +$12.5K | ﹤0.01% | 2923 |
|
|
2024
Q1 | $1.48M | Buy |
8,902
+2,316
| +35% | +$384K | ﹤0.01% | 2804 |
|
|
2023
Q4 | $1.07M | Sell |
6,586
-146
| -2% | -$23.7K | ﹤0.01% | 2963 |
|
|
2023
Q3 | $980K | Sell |
6,732
-441
| -6% | -$64.2K | ﹤0.01% | 2892 |
|
|
2023
Q2 | $1.11M | Buy |
7,173
+488
| +7% | +$75.2K | ﹤0.01% | 2744 |
|
|
2023
Q1 | $943K | Buy |
6,685
+317
| +5% | +$44.7K | ﹤0.01% | 2794 |
|
|
2022
Q4 | $780K | Sell |
6,368
-398
| -6% | -$48.8K | ﹤0.01% | 2838 |
|
|
2022
Q3 | $805K | Buy |
6,766
+11
| +0.2% | +$1.31K | ﹤0.01% | 2700 |
|
|
2022
Q2 | $819K | Sell |
6,755
-522
| -7% | -$63.3K | ﹤0.01% | 2739 |
|
|
2022
Q1 | $1.05M | Buy |
7,277
+1,955
| +37% | +$283K | ﹤0.01% | 2565 |
|
|
2021
Q4 | $1.05M | Buy |
5,322
+961
| +22% | +$189K | ﹤0.01% | 2605 |
|
|
2021
Q3 | $787K | Buy |
4,361
+822
| +23% | +$148K | ﹤0.01% | 2802 |
|
|
2021
Q2 | $606K | Buy |
3,539
+1,014
| +40% | +$174K | ﹤0.01% | 2978 |
|
|
2021
Q1 | $374K | Buy |
2,525
+250
| +11% | +$37K | ﹤0.01% | 3276 |
|
|
2020
Q4 | $311K | Buy |
2,275
+161
| +8% | +$22K | ﹤0.01% | 3159 |
|
|
2020
Q3 | $279K | Buy |
+2,114
| New | +$279K | ﹤0.01% | 2939 |
|
|
2020
Q1 | – | Sell |
-2,465
| Closed | -$229K | – | 3288 |
|
|
2019
Q4 | $229K | Buy |
+2,465
| New | +$229K | ﹤0.01% | 2975 |
|