LPL Financial’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Buy |
73,737
+22,345
| +43% | +$908K | ﹤0.01% | 2742 |
|
|
2025
Q1 | $2.1M | Sell |
51,392
-18,052
| -26% | -$739K | ﹤0.01% | 2892 |
|
|
2024
Q4 | $4M | Sell |
69,444
-2,769
| -4% | -$160K | ﹤0.01% | 2245 |
|
|
2024
Q3 | $6.01M | Buy |
72,213
+7,514
| +12% | +$625K | ﹤0.01% | 1825 |
|
|
2024
Q2 | $5.07M | Sell |
64,699
-2,435
| -4% | -$191K | ﹤0.01% | 1828 |
|
|
2024
Q1 | $6.72M | Sell |
67,134
-4,337
| -6% | -$434K | ﹤0.01% | 1576 |
|
|
2023
Q4 | $6.77M | Buy |
71,471
+9,099
| +15% | +$862K | ﹤0.01% | 1487 |
|
|
2023
Q3 | $6.5M | Buy |
62,372
+8,307
| +15% | +$865K | ﹤0.01% | 1444 |
|
|
2023
Q2 | $6.54M | Buy |
54,065
+2,163
| +4% | +$262K | ﹤0.01% | 1423 |
|
|
2023
Q1 | $5.74M | Buy |
51,902
+289
| +0.6% | +$32K | ﹤0.01% | 1416 |
|
|
2022
Q4 | $5.21M | Buy |
51,613
+548
| +1% | +$55.3K | ﹤0.01% | 1420 |
|
|
2022
Q3 | $4.88M | Sell |
51,065
-1,780
| -3% | -$170K | ﹤0.01% | 1395 |
|
|
2022
Q2 | $5.25M | Buy |
52,845
+2,042
| +4% | +$203K | 0.01% | 1358 |
|
|
2022
Q1 | $5.35M | Buy |
50,803
+1,484
| +3% | +$156K | ﹤0.01% | 1392 |
|
|
2021
Q4 | $5.42M | Sell |
49,319
-1,548
| -3% | -$170K | ﹤0.01% | 1406 |
|
|
2021
Q3 | $6.09M | Buy |
50,867
+3,469
| +7% | +$415K | 0.01% | 1266 |
|
|
2021
Q2 | $6.49M | Buy |
47,398
+5,980
| +14% | +$819K | 0.01% | 1168 |
|
|
2021
Q1 | $5.53M | Buy |
41,418
+1,337
| +3% | +$178K | 0.01% | 1157 |
|
|
2020
Q4 | $3.82M | Buy |
40,081
+12,082
| +43% | +$1.15M | ﹤0.01% | 1261 |
|
|
2020
Q3 | $2.64M | Buy |
27,999
+139
| +0.5% | +$13.1K | ﹤0.01% | 1304 |
|
|
2020
Q2 | $2.58M | Buy |
27,860
+4,133
| +17% | +$382K | ﹤0.01% | 1213 |
|
|
2020
Q1 | $1.14M | Buy |
23,727
+7,845
| +49% | +$378K | ﹤0.01% | 1531 |
|
|
2019
Q4 | $1.62M | Buy |
15,882
+93
| +0.6% | +$9.46K | ﹤0.01% | 1498 |
|
|
2019
Q3 | $1.39M | Sell |
15,789
-4,354
| -22% | -$383K | ﹤0.01% | 1505 |
|
|
2019
Q2 | $1.84M | Buy |
20,143
+182
| +0.9% | +$16.6K | ﹤0.01% | 1298 |
|
|
2019
Q1 | $1.69M | Buy |
19,961
+1,971
| +11% | +$166K | ﹤0.01% | 1288 |
|
|
2018
Q4 | $1.38M | Sell |
17,990
-2,827
| -14% | -$217K | ﹤0.01% | 1289 |
|
|
2018
Q3 | $2.1M | Buy |
20,817
+8,213
| +65% | +$829K | 0.01% | 1148 |
|
|
2018
Q2 | $1.54M | Buy |
12,604
+2,782
| +28% | +$340K | ﹤0.01% | 1304 |
|
|
2018
Q1 | $1.13M | Sell |
9,822
-6,857
| -41% | -$785K | ﹤0.01% | 1501 |
|
|
2017
Q4 | $2.07M | Buy |
16,679
+7,373
| +79% | +$914K | 0.01% | 1037 |
|
|
2017
Q3 | $974K | Buy |
9,306
+1,263
| +16% | +$132K | ﹤0.01% | 1440 |
|
|
2017
Q2 | $742K | Buy |
8,043
+990
| +14% | +$91.3K | ﹤0.01% | 1581 |
|
|
2017
Q1 | $586K | Buy |
7,053
+134
| +2% | +$11.1K | ﹤0.01% | 1661 |
|
|
2016
Q4 | $572K | Buy |
6,919
+1,550
| +29% | +$128K | ﹤0.01% | 1637 |
|
|
2016
Q3 | $398K | Sell |
5,369
-6,214
| -54% | -$461K | ﹤0.01% | 1911 |
|
|
2016
Q2 | $953K | Sell |
11,583
-16,589
| -59% | -$1.36M | 0.01% | 1204 |
|
|
2016
Q1 | $2.72M | Buy |
28,172
+9,387
| +50% | +$907K | 0.01% | 1013 |
|
|
2015
Q4 | $1.64M | Sell |
18,785
-17,237
| -48% | -$1.5M | ﹤0.01% | 1305 |
|
|
2015
Q3 | $4.32M | Sell |
36,022
-5,441
| -13% | -$652K | 0.02% | 516 |
|
|
2015
Q2 | $6.15M | Buy |
41,463
+3,410
| +9% | +$506K | 0.03% | 439 |
|
|
2015
Q1 | $5.39M | Sell |
38,053
-10,557
| -22% | -$1.5M | 0.03% | 480 |
|
|
2014
Q4 | $7.35M | Buy |
48,610
+13,724
| +39% | +$2.08M | 0.04% | 352 |
|
|
2014
Q3 | $5.06M | Sell |
34,886
-332
| -0.9% | -$48.1K | 0.03% | 457 |
|
|
2014
Q2 | $4.59M | Sell |
35,218
-3,059
| -8% | -$398K | 0.03% | 509 |
|
|
2014
Q1 | $5.35M | Sell |
38,277
-21,755
| -36% | -$3.04M | 0.03% | 417 |
|
|
2013
Q4 | $8.74M | Buy |
60,032
+4,590
| +8% | +$668K | 0.05% | 289 |
|
|
2013
Q3 | $7.28M | Sell |
55,442
-1,820
| -3% | -$239K | 0.05% | 317 |
|
|
2013
Q2 | $5.44M | Buy |
+57,262
| New | +$5.44M | 0.04% | 353 |
|