LPL Financial’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Buy |
+5,318
| New | +$257K | ﹤0.01% | 4769 |
|
|
2025
Q1 | – | Sell |
-4,960
| Closed | -$231K | – | 5308 |
|
|
2024
Q4 | $231K | Buy |
+4,960
| New | +$231K | ﹤0.01% | 4613 |
|
|
2024
Q3 | – | Sell |
-4,629
| Closed | -$204K | – | 5135 |
|
|
2024
Q2 | $204K | Sell |
4,629
-459
| -9% | -$20.2K | ﹤0.01% | 4465 |
|
|
2024
Q1 | $217K | Sell |
5,088
-5,352
| -51% | -$228K | ﹤0.01% | 4382 |
|
|
2023
Q4 | $393K | Buy |
10,440
+1,420
| +16% | +$53.5K | ﹤0.01% | 3808 |
|
|
2023
Q3 | $306K | Buy |
9,020
+645
| +8% | +$21.9K | ﹤0.01% | 3861 |
|
|
2023
Q2 | $301K | Buy |
+8,375
| New | +$301K | ﹤0.01% | 3806 |
|