LPL Financial’s FiscalNote NOTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.2K | Buy |
10,594
+8,148
| +333% | +$52.4K | ﹤0.01% | 5173 |
|
|
2025
Q1 | $23.7K | Sell |
2,446
-6,250
| -72% | -$60.6K | ﹤0.01% | 5107 |
|
|
2024
Q4 | $112K | Buy |
8,696
+6,250
| +256% | +$80.2K | ﹤0.01% | 4848 |
|
|
2024
Q3 | $37.6K | Hold |
2,446
| – | – | ﹤0.01% | 4920 |
|
|
2024
Q2 | $42.8K | Hold |
2,446
| – | – | ﹤0.01% | 4760 |
|
|
2024
Q1 | $39K | Hold |
2,446
| – | – | ﹤0.01% | 4714 |
|
|
2023
Q4 | $33.5K | Sell |
2,446
-833
| -25% | -$11.4K | ﹤0.01% | 4632 |
|
|
2023
Q3 | $81.8K | Sell |
3,279
-8,750
| -73% | -$218K | ﹤0.01% | 4394 |
|
|
2023
Q2 | $525K | Buy |
12,029
+9,583
| +392% | +$419K | ﹤0.01% | 3375 |
|
|
2023
Q1 | $65.4K | Buy |
+2,446
| New | +$65.4K | ﹤0.01% | 4242 |
|