LPL Financial’s Insperity NSP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $354K | Sell |
5,880
-1,110
| -16% | -$66.7K | ﹤0.01% | 4560 |
|
2025
Q1 | $624K | Buy |
6,990
+763
| +12% | +$68.1K | ﹤0.01% | 3916 |
|
2024
Q4 | $483K | Buy |
6,227
+208
| +3% | +$16.1K | ﹤0.01% | 4061 |
|
2024
Q3 | $530K | Buy |
6,019
+483
| +9% | +$42.5K | ﹤0.01% | 3884 |
|
2024
Q2 | $505K | Sell |
5,536
-214
| -4% | -$19.5K | ﹤0.01% | 3806 |
|
2024
Q1 | $630K | Buy |
5,750
+330
| +6% | +$36.2K | ﹤0.01% | 3545 |
|
2023
Q4 | $635K | Buy |
5,420
+273
| +5% | +$32K | ﹤0.01% | 3431 |
|
2023
Q3 | $502K | Sell |
5,147
-654
| -11% | -$63.8K | ﹤0.01% | 3454 |
|
2023
Q2 | $690K | Buy |
5,801
+1,092
| +23% | +$130K | ﹤0.01% | 3143 |
|
2023
Q1 | $572K | Sell |
4,709
-336
| -7% | -$40.8K | ﹤0.01% | 3204 |
|
2022
Q4 | $573K | Sell |
5,045
-15
| -0.3% | -$1.7K | ﹤0.01% | 3119 |
|
2022
Q3 | $517K | Sell |
5,060
-1,480
| -23% | -$151K | ﹤0.01% | 3106 |
|
2022
Q2 | $653K | Sell |
6,540
-709
| -10% | -$70.8K | ﹤0.01% | 2944 |
|
2022
Q1 | $728K | Sell |
7,249
-2,546
| -26% | -$256K | ﹤0.01% | 2876 |
|
2021
Q4 | $1.16M | Sell |
9,795
-3,227
| -25% | -$381K | ﹤0.01% | 2528 |
|
2021
Q3 | $1.44M | Buy |
13,022
+2,152
| +20% | +$238K | ﹤0.01% | 2293 |
|
2021
Q2 | $982K | Buy |
10,870
+402
| +4% | +$36.3K | ﹤0.01% | 2572 |
|
2021
Q1 | $877K | Sell |
10,468
-2,394
| -19% | -$201K | ﹤0.01% | 2506 |
|
2020
Q4 | $1.05M | Buy |
12,862
+5,234
| +69% | +$426K | ﹤0.01% | 2137 |
|
2020
Q3 | $500K | Buy |
7,628
+2,763
| +57% | +$181K | ﹤0.01% | 2444 |
|
2020
Q2 | $315K | Buy |
+4,865
| New | +$315K | ﹤0.01% | 2780 |
|
2019
Q4 | – | Sell |
-2,129
| Closed | -$210K | – | 3373 |
|
2019
Q3 | $210K | Sell |
2,129
-5,117
| -71% | -$505K | ﹤0.01% | 2953 |
|
2019
Q2 | $885K | Buy |
7,246
+2,790
| +63% | +$341K | ﹤0.01% | 1812 |
|
2019
Q1 | $551K | Buy |
4,456
+765
| +21% | +$94.6K | ﹤0.01% | 2154 |
|
2018
Q4 | $345K | Buy |
3,691
+631
| +21% | +$59K | ﹤0.01% | 2349 |
|
2018
Q3 | $361K | Buy |
3,060
+510
| +20% | +$60.2K | ﹤0.01% | 2505 |
|
2018
Q2 | $243K | Buy |
+2,550
| New | +$243K | ﹤0.01% | 2819 |
|
2016
Q3 | – | Sell |
-16,848
| Closed | -$663K | – | 2708 |
|
2016
Q2 | $663K | Sell |
16,848
-29,720
| -64% | -$1.17M | 0.01% | 1449 |
|
2016
Q1 | $1.2M | Buy |
+46,568
| New | +$1.2M | ﹤0.01% | 1550 |
|