LPL Financial’s OR Royalties Inc. OR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $669K | Sell |
26,019
-1,282
| -5% | -$33K | ﹤0.01% | 4072 |
|
|
2025
Q1 | $577K | Sell |
27,301
-6,297
| -19% | -$133K | ﹤0.01% | 3979 |
|
|
2024
Q4 | $608K | Sell |
33,598
-5,436
| -14% | -$98.4K | ﹤0.01% | 3872 |
|
|
2024
Q3 | $723K | Sell |
39,034
-6,132
| -14% | -$114K | ﹤0.01% | 3647 |
|
|
2024
Q2 | $704K | Sell |
45,166
-15,776
| -26% | -$246K | ﹤0.01% | 3518 |
|
|
2024
Q1 | $1M | Buy |
60,942
+1,045
| +2% | +$17.2K | ﹤0.01% | 3149 |
|
|
2023
Q4 | $855K | Sell |
59,897
-2,276
| -4% | -$32.5K | ﹤0.01% | 3150 |
|
|
2023
Q3 | $731K | Sell |
62,173
-8,103
| -12% | -$95.2K | ﹤0.01% | 3152 |
|
|
2023
Q2 | $1.08M | Buy |
+70,276
| New | +$1.08M | ﹤0.01% | 2762 |
|