LPL Financial’s PDF Solutions PDFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,101
| Closed | -$274K | – | 5309 |
|
|
2024
Q4 | $274K | Buy |
10,101
+1,175
| +13% | +$31.8K | ﹤0.01% | 4512 |
|
|
2024
Q3 | $283K | Buy |
8,926
+1,005
| +13% | +$31.8K | ﹤0.01% | 4394 |
|
|
2024
Q2 | $288K | Buy |
7,921
+218
| +3% | +$7.93K | ﹤0.01% | 4216 |
|
|
2024
Q1 | $259K | Buy |
+7,703
| New | +$259K | ﹤0.01% | 4252 |
|