LPL Financial’s Grocery Outlet GO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,121
| Closed | -$189K | – | 5273 |
|
|
2024
Q4 | $189K | Sell |
12,121
-644
| -5% | -$10.1K | ﹤0.01% | 4710 |
|
|
2024
Q3 | $224K | Sell |
12,765
-983
| -7% | -$17.3K | ﹤0.01% | 4554 |
|
|
2024
Q2 | $304K | Buy |
13,748
+3,008
| +28% | +$66.5K | ﹤0.01% | 4178 |
|
|
2024
Q1 | $309K | Buy |
10,740
+338
| +3% | +$9.73K | ﹤0.01% | 4108 |
|
|
2023
Q4 | $280K | Sell |
10,402
-4,285
| -29% | -$116K | ﹤0.01% | 4088 |
|
|
2023
Q3 | $424K | Sell |
14,687
-804
| -5% | -$23.2K | ﹤0.01% | 3588 |
|
|
2023
Q2 | $474K | Sell |
15,491
-511
| -3% | -$15.6K | ﹤0.01% | 3465 |
|
|
2023
Q1 | $452K | Sell |
16,002
-732
| -4% | -$20.7K | ﹤0.01% | 3404 |
|
|
2022
Q4 | $488K | Sell |
16,734
-4,711
| -22% | -$138K | ﹤0.01% | 3253 |
|
|
2022
Q3 | $714K | Buy |
21,445
+9,656
| +82% | +$321K | ﹤0.01% | 2799 |
|
|
2022
Q2 | $503K | Buy |
11,789
+2,842
| +32% | +$121K | ﹤0.01% | 3178 |
|
|
2022
Q1 | $293K | Sell |
8,947
-2,824
| -24% | -$92.5K | ﹤0.01% | 3564 |
|
|
2021
Q4 | $333K | Buy |
+11,771
| New | +$333K | ﹤0.01% | 3599 |
|
|
2021
Q3 | – | Sell |
-9,551
| Closed | -$331K | – | 4340 |
|
|
2021
Q2 | $331K | Sell |
9,551
-270
| -3% | -$9.36K | ﹤0.01% | 3502 |
|
|
2021
Q1 | $362K | Buy |
9,821
+2,226
| +29% | +$82.1K | ﹤0.01% | 3303 |
|
|
2020
Q4 | $298K | Buy |
7,595
+1,708
| +29% | +$67K | ﹤0.01% | 3189 |
|
|
2020
Q3 | $231K | Buy |
+5,887
| New | +$231K | ﹤0.01% | 3080 |
|