LPL Financial’s NV5 Global NVEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
53,896
-269
| -0.5% | -$6.21K | ﹤0.01% | 3520 |
|
|
2025
Q1 | $1.04M | Buy |
54,165
+7,360
| +16% | +$142K | ﹤0.01% | 3481 |
|
|
2024
Q4 | $882K | Buy |
46,805
+6,297
| +16% | +$119K | ﹤0.01% | 3560 |
|
|
2024
Q3 | $947K | Buy |
40,508
+2,408
| +6% | +$56.3K | ﹤0.01% | 3407 |
|
|
2024
Q2 | $886K | Sell |
38,100
-372
| -1% | -$8.65K | ﹤0.01% | 3321 |
|
|
2024
Q1 | $943K | Buy |
38,472
+8,872
| +30% | +$217K | ﹤0.01% | 3196 |
|
|
2023
Q4 | $822K | Buy |
29,600
+4,480
| +18% | +$124K | ﹤0.01% | 3195 |
|
|
2023
Q3 | $604K | Buy |
25,120
+600
| +2% | +$14.4K | ﹤0.01% | 3296 |
|
|
2023
Q2 | $679K | Sell |
24,520
-12,060
| -33% | -$334K | ﹤0.01% | 3157 |
|
|
2023
Q1 | $951K | Buy |
36,580
+3,416
| +10% | +$88.8K | ﹤0.01% | 2788 |
|
|
2022
Q4 | $1.1M | Sell |
33,164
-1,944
| -6% | -$64.3K | ﹤0.01% | 2567 |
|
|
2022
Q3 | $1.09M | Buy |
35,108
+512
| +1% | +$15.9K | ﹤0.01% | 2470 |
|
|
2022
Q2 | $1.01M | Buy |
34,596
+92
| +0.3% | +$2.69K | ﹤0.01% | 2566 |
|
|
2022
Q1 | $1.15M | Sell |
34,504
-50,608
| -59% | -$1.69M | ﹤0.01% | 2483 |
|
|
2021
Q4 | $2.94M | Buy |
85,112
+49,112
| +136% | +$1.7M | ﹤0.01% | 1804 |
|
|
2021
Q3 | $887K | Buy |
36,000
+3,196
| +10% | +$78.7K | ﹤0.01% | 2699 |
|
|
2021
Q2 | $775K | Sell |
32,804
-532
| -2% | -$12.6K | ﹤0.01% | 2774 |
|
|
2021
Q1 | $805K | Buy |
33,336
+11,280
| +51% | +$272K | ﹤0.01% | 2590 |
|
|
2020
Q4 | $434K | Buy |
22,056
+368
| +2% | +$7.24K | ﹤0.01% | 2871 |
|
|
2020
Q3 | $286K | Buy |
21,688
+776
| +4% | +$10.2K | ﹤0.01% | 2926 |
|
|
2020
Q2 | $266K | Sell |
20,912
-880
| -4% | -$11.2K | ﹤0.01% | 2897 |
|
|
2020
Q1 | $225K | Buy |
21,792
+4,788
| +28% | +$49.4K | ﹤0.01% | 2721 |
|
|
2019
Q4 | $214K | Sell |
17,004
-4,000
| -19% | -$50.3K | ﹤0.01% | 3030 |
|
|
2019
Q3 | $358K | Buy |
+21,004
| New | +$358K | ﹤0.01% | 2532 |
|