LPL Financial’s Healthcare Services Group HCSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-24,217
| Closed | -$244K | – | 5443 |
|
|
2025
Q1 | $244K | Buy |
24,217
+3,169
| +15% | +$31.9K | ﹤0.01% | 4609 |
|
|
2024
Q4 | $244K | Buy |
21,048
+6,591
| +46% | +$76.6K | ﹤0.01% | 4576 |
|
|
2024
Q3 | $161K | Sell |
14,457
-2,017
| -12% | -$22.5K | ﹤0.01% | 4684 |
|
|
2024
Q2 | $174K | Sell |
16,474
-43,838
| -73% | -$464K | ﹤0.01% | 4515 |
|
|
2024
Q1 | $753K | Buy |
60,312
+45,392
| +304% | +$566K | ﹤0.01% | 3395 |
|
|
2023
Q4 | $155K | Sell |
14,920
-2,952
| -17% | -$30.6K | ﹤0.01% | 4393 |
|
|
2023
Q3 | $186K | Sell |
17,872
-617
| -3% | -$6.44K | ﹤0.01% | 4219 |
|
|
2023
Q2 | $276K | Sell |
18,489
-552
| -3% | -$8.24K | ﹤0.01% | 3871 |
|
|
2023
Q1 | $264K | Buy |
19,041
+7,497
| +65% | +$104K | ﹤0.01% | 3813 |
|
|
2022
Q4 | $139K | Buy |
11,544
+355
| +3% | +$4.26K | ﹤0.01% | 4061 |
|
|
2022
Q3 | $135K | Sell |
11,189
-5,432
| -33% | -$65.5K | ﹤0.01% | 4010 |
|
|
2022
Q2 | $289K | Buy |
16,621
+3,084
| +23% | +$53.6K | ﹤0.01% | 3632 |
|
|
2022
Q1 | $251K | Buy |
13,537
+822
| +6% | +$15.2K | ﹤0.01% | 3686 |
|
|
2021
Q4 | $226K | Buy |
12,715
+3,710
| +41% | +$65.9K | ﹤0.01% | 3895 |
|
|
2021
Q3 | $225K | Sell |
9,005
-806
| -8% | -$20.1K | ﹤0.01% | 3850 |
|
|
2021
Q2 | $310K | Sell |
9,811
-293
| -3% | -$9.26K | ﹤0.01% | 3556 |
|
|
2021
Q1 | $283K | Buy |
+10,104
| New | +$283K | ﹤0.01% | 3499 |
|
|
2020
Q1 | – | Sell |
-12,627
| Closed | -$307K | – | 3301 |
|
|
2019
Q4 | $307K | Buy |
12,627
+2,462
| +24% | +$59.9K | ﹤0.01% | 2744 |
|
|
2019
Q3 | $247K | Buy |
10,165
+2,455
| +32% | +$59.7K | ﹤0.01% | 2828 |
|
|
2019
Q2 | $234K | Sell |
7,710
-434
| -5% | -$13.2K | ﹤0.01% | 2898 |
|
|
2019
Q1 | $269K | Sell |
8,144
-852
| -9% | -$28.1K | ﹤0.01% | 2717 |
|
|
2018
Q4 | $361K | Buy |
8,996
+502
| +6% | +$20.1K | ﹤0.01% | 2301 |
|
|
2018
Q3 | $345K | Sell |
8,494
-2,391
| -22% | -$97.1K | ﹤0.01% | 2542 |
|
|
2018
Q2 | $470K | Buy |
10,885
+616
| +6% | +$26.6K | ﹤0.01% | 2229 |
|
|
2018
Q1 | $446K | Buy |
10,269
+3,403
| +50% | +$148K | ﹤0.01% | 2241 |
|
|
2017
Q4 | $362K | Buy |
6,866
+190
| +3% | +$10K | ﹤0.01% | 2308 |
|
|
2017
Q3 | $360K | Sell |
6,676
-225
| -3% | -$12.1K | ﹤0.01% | 2206 |
|
|
2017
Q2 | $323K | Buy |
6,901
+928
| +16% | +$43.4K | ﹤0.01% | 2225 |
|
|
2017
Q1 | $254K | Buy |
5,973
+483
| +9% | +$20.5K | ﹤0.01% | 2327 |
|
|
2016
Q4 | $214K | Sell |
5,490
-55
| -1% | -$2.14K | ﹤0.01% | 2433 |
|
|
2016
Q3 | $220K | Sell |
5,545
-794
| -13% | -$31.5K | ﹤0.01% | 2343 |
|
|
2016
Q2 | $260K | Sell |
6,339
-13,076
| -67% | -$536K | ﹤0.01% | 2184 |
|
|
2016
Q1 | $712K | Sell |
19,415
-51
| -0.3% | -$1.87K | ﹤0.01% | 1922 |
|
|
2015
Q4 | $682K | Buy |
19,466
+11,576
| +147% | +$406K | ﹤0.01% | 1980 |
|
|
2015
Q3 | $270K | Buy |
7,890
+966
| +14% | +$33.1K | ﹤0.01% | 2282 |
|
|
2015
Q2 | $227K | Buy |
+6,924
| New | +$227K | ﹤0.01% | 2535 |
|
|
2014
Q4 | – | Sell |
-7,918
| Closed | -$218K | – | 2756 |
|
|
2014
Q3 | $218K | Sell |
7,918
-1,966
| -20% | -$54.1K | ﹤0.01% | 2387 |
|
|
2014
Q2 | $291K | Sell |
9,884
-330
| -3% | -$9.72K | ﹤0.01% | 2226 |
|
|
2014
Q1 | $297K | Sell |
10,214
-4,874
| -32% | -$142K | ﹤0.01% | 2129 |
|
|
2013
Q4 | $428K | Sell |
15,088
-60
| -0.4% | -$1.7K | ﹤0.01% | 1839 |
|
|
2013
Q3 | $403K | Sell |
15,148
-11,913
| -44% | -$317K | ﹤0.01% | 1800 |
|
|
2013
Q2 | $664K | Buy |
+27,061
| New | +$664K | ﹤0.01% | 1373 |
|