LPL Financial’s LegalZoom.com LZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-120,663
| Closed | -$1.04M | – | 5461 |
|
|
2025
Q1 | $1.04M | Buy |
120,663
+4,435
| +4% | +$38.2K | ﹤0.01% | 3489 |
|
|
2024
Q4 | $873K | Buy |
116,228
+18
| +0% | +$135 | ﹤0.01% | 3571 |
|
|
2024
Q3 | $738K | Buy |
116,210
+82,765
| +247% | +$526K | ﹤0.01% | 3626 |
|
|
2024
Q2 | $281K | Sell |
33,445
-200
| -0.6% | -$1.68K | ﹤0.01% | 4249 |
|
|
2024
Q1 | $449K | Buy |
+33,645
| New | +$449K | ﹤0.01% | 3826 |
|