LPL Financial’s PJT Partners PJT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Buy |
12,657
+1,183
| +10% | +$195K | ﹤0.01% | 3065 |
|
|
2025
Q1 | $1.58M | Sell |
11,474
-127
| -1% | -$17.5K | ﹤0.01% | 3135 |
|
|
2024
Q4 | $1.83M | Buy |
11,601
+1,210
| +12% | +$191K | ﹤0.01% | 2928 |
|
|
2024
Q3 | $1.39M | Buy |
10,391
+16
| +0.2% | +$2.13K | ﹤0.01% | 3049 |
|
|
2024
Q2 | $1.12M | Buy |
10,375
+91
| +0.9% | +$9.82K | ﹤0.01% | 3108 |
|
|
2024
Q1 | $969K | Buy |
10,284
+4,539
| +79% | +$428K | ﹤0.01% | 3176 |
|
|
2023
Q4 | $585K | Buy |
5,745
+373
| +7% | +$38K | ﹤0.01% | 3506 |
|
|
2023
Q3 | $427K | Buy |
5,372
+757
| +16% | +$60.1K | ﹤0.01% | 3583 |
|
|
2023
Q2 | $321K | Buy |
4,615
+495
| +12% | +$34.5K | ﹤0.01% | 3747 |
|
|
2023
Q1 | $297K | Sell |
4,120
-474
| -10% | -$34.2K | ﹤0.01% | 3728 |
|
|
2022
Q4 | $339K | Sell |
4,594
-347
| -7% | -$25.6K | ﹤0.01% | 3544 |
|
|
2022
Q3 | $330K | Buy |
4,941
+38
| +0.8% | +$2.54K | ﹤0.01% | 3480 |
|
|
2022
Q2 | $345K | Sell |
4,903
-121
| -2% | -$8.51K | ﹤0.01% | 3494 |
|
|
2022
Q1 | $317K | Buy |
5,024
+26
| +0.5% | +$1.64K | ﹤0.01% | 3523 |
|
|
2021
Q4 | $370K | Buy |
4,998
+513
| +11% | +$38K | ﹤0.01% | 3521 |
|
|
2021
Q3 | $355K | Buy |
4,485
+524
| +13% | +$41.5K | ﹤0.01% | 3496 |
|
|
2021
Q2 | $283K | Sell |
3,961
-733
| -16% | -$52.4K | ﹤0.01% | 3616 |
|
|
2021
Q1 | $318K | Sell |
4,694
-494
| -10% | -$33.5K | ﹤0.01% | 3414 |
|
|
2020
Q4 | $390K | Sell |
5,188
-431
| -8% | -$32.4K | ﹤0.01% | 2963 |
|
|
2020
Q3 | $341K | Buy |
5,619
+308
| +6% | +$18.7K | ﹤0.01% | 2791 |
|
|
2020
Q2 | $273K | Sell |
5,311
-269
| -5% | -$13.8K | ﹤0.01% | 2882 |
|
|
2020
Q1 | $242K | Sell |
5,580
-612
| -10% | -$26.5K | ﹤0.01% | 2662 |
|
|
2019
Q4 | $279K | Buy |
6,192
+333
| +6% | +$15K | ﹤0.01% | 2824 |
|
|
2019
Q3 | $238K | Sell |
5,859
-89
| -1% | -$3.62K | ﹤0.01% | 2857 |
|
|
2019
Q2 | $241K | Sell |
5,948
-101
| -2% | -$4.09K | ﹤0.01% | 2875 |
|
|
2019
Q1 | $253K | Buy |
6,049
+445
| +8% | +$18.6K | ﹤0.01% | 2758 |
|
|
2018
Q4 | $217K | Sell |
5,604
-563
| -9% | -$21.8K | ﹤0.01% | 2735 |
|
|
2018
Q3 | $323K | Buy |
6,167
+2,145
| +53% | +$112K | ﹤0.01% | 2606 |
|
|
2018
Q2 | $215K | Sell |
4,022
-55
| -1% | -$2.94K | ﹤0.01% | 2912 |
|
|
2018
Q1 | $204K | Buy |
+4,077
| New | +$204K | ﹤0.01% | 2928 |
|
|
2016
Q1 | – | Sell |
-14,564
| Closed | -$398K | – | 3182 |
|
|
2015
Q4 | $398K | Buy |
14,564
+2,599
| +22% | +$71K | ﹤0.01% | 2341 |
|
|
2015
Q3 | $250K | Buy |
+11,965
| New | +$250K | ﹤0.01% | 2346 |
|