LPL Financial’s Premier PINC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Sell |
15,395
-2,288
| -13% | -$50.2K | ﹤0.01% | 4596 |
|
|
2025
Q1 | $341K | Buy |
+17,683
| New | +$341K | ﹤0.01% | 4398 |
|
|
2023
Q1 | – | Sell |
-8,670
| Closed | -$303K | – | 4528 |
|
|
2022
Q4 | $303K | Buy |
8,670
+139
| +2% | +$4.86K | ﹤0.01% | 3623 |
|
|
2022
Q3 | $290K | Buy |
8,531
+502
| +6% | +$17.1K | ﹤0.01% | 3598 |
|
|
2022
Q2 | $286K | Buy |
8,029
+1,602
| +25% | +$57.1K | ﹤0.01% | 3640 |
|
|
2022
Q1 | $229K | Buy |
+6,427
| New | +$229K | ﹤0.01% | 3745 |
|
|
2019
Q3 | – | Sell |
-6,162
| Closed | -$241K | – | 3345 |
|
|
2019
Q2 | $241K | Buy |
+6,162
| New | +$241K | ﹤0.01% | 2874 |
|
|
2018
Q4 | – | Sell |
-4,428
| Closed | -$203K | – | 3181 |
|
|
2018
Q3 | $203K | Buy |
+4,428
| New | +$203K | ﹤0.01% | 2972 |
|