LPL Financial’s Kelly Services Class A KELYA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-24,330
| Closed | -$521K | – | 5116 |
|
2024
Q2 | $521K | Buy |
24,330
+2,456
| +11% | +$52.6K | ﹤0.01% | 3780 |
|
2024
Q1 | $548K | Buy |
+21,874
| New | +$548K | ﹤0.01% | 3654 |
|
2015
Q1 | – | Sell |
-10,596
| Closed | -$180K | – | 2830 |
|
2014
Q4 | $180K | Buy |
10,596
+431
| +4% | +$7.32K | ﹤0.01% | 2530 |
|
2014
Q3 | $156K | Buy |
+10,165
| New | +$156K | ﹤0.01% | 2533 |
|
2014
Q2 | – | Sell |
-12,114
| Closed | -$287K | – | 2718 |
|
2014
Q1 | $287K | Buy |
12,114
+2,624
| +28% | +$62.2K | ﹤0.01% | 2160 |
|
2013
Q4 | $237K | Buy |
+9,490
| New | +$237K | ﹤0.01% | 2305 |
|