LPL Financial’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Buy |
+10,006
| New | +$246K | ﹤0.01% | 4805 |
|
|
2025
Q1 | – | Sell |
-7,705
| Closed | -$248K | – | 5271 |
|
|
2024
Q4 | $248K | Sell |
7,705
-1,416
| -16% | -$45.7K | ﹤0.01% | 4569 |
|
|
2024
Q3 | $323K | Sell |
9,121
-2,886
| -24% | -$102K | ﹤0.01% | 4286 |
|
|
2024
Q2 | $229K | Buy |
12,007
+1,294
| +12% | +$24.6K | ﹤0.01% | 4375 |
|
|
2024
Q1 | $333K | Sell |
10,713
-920
| -8% | -$28.6K | ﹤0.01% | 4058 |
|
|
2023
Q4 | $731K | Buy |
11,633
+4,530
| +64% | +$285K | ﹤0.01% | 3302 |
|
|
2023
Q3 | $488K | Sell |
7,103
-307
| -4% | -$21.1K | ﹤0.01% | 3481 |
|
|
2023
Q2 | $786K | Buy |
7,410
+62
| +0.8% | +$6.58K | ﹤0.01% | 3028 |
|
|
2023
Q1 | $792K | Sell |
7,348
-181
| -2% | -$19.5K | ﹤0.01% | 2932 |
|
|
2022
Q4 | $790K | Buy |
7,529
+1,127
| +18% | +$118K | ﹤0.01% | 2822 |
|
|
2022
Q3 | $578K | Buy |
6,402
+364
| +6% | +$32.9K | ﹤0.01% | 3006 |
|
|
2022
Q2 | $555K | Buy |
6,038
+445
| +8% | +$40.9K | ﹤0.01% | 3100 |
|
|
2022
Q1 | $547K | Buy |
5,593
+102
| +2% | +$9.98K | ﹤0.01% | 3122 |
|
|
2021
Q4 | $665K | Buy |
5,491
+2,278
| +71% | +$276K | ﹤0.01% | 3022 |
|
|
2021
Q3 | $267K | Buy |
+3,213
| New | +$267K | ﹤0.01% | 3721 |
|
|
2021
Q2 | – | Sell |
-4,406
| Closed | -$391K | – | 4226 |
|
|
2021
Q1 | $391K | Buy |
4,406
+203
| +5% | +$18K | ﹤0.01% | 3232 |
|
|
2020
Q4 | $323K | Buy |
+4,203
| New | +$323K | ﹤0.01% | 3131 |
|