LPL Financial’s Piedmont Lithium PLL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $251K | Sell |
43,044
-4,063
| -9% | -$23.6K | ﹤0.01% | 4788 |
|
2025
Q1 | $297K | Sell |
47,107
-10,811
| -19% | -$68.1K | ﹤0.01% | 4483 |
|
2024
Q4 | $506K | Sell |
57,918
-2,308
| -4% | -$20.2K | ﹤0.01% | 4017 |
|
2024
Q3 | $538K | Sell |
60,226
-9,471
| -14% | -$84.6K | ﹤0.01% | 3873 |
|
2024
Q2 | $696K | Sell |
69,697
-14,820
| -18% | -$148K | ﹤0.01% | 3526 |
|
2024
Q1 | $1.13M | Buy |
84,517
+57,657
| +215% | +$768K | ﹤0.01% | 3034 |
|
2023
Q4 | $758K | Sell |
26,860
-13,384
| -33% | -$378K | ﹤0.01% | 3268 |
|
2023
Q3 | $1.6M | Sell |
40,244
-14,277
| -26% | -$567K | ﹤0.01% | 2486 |
|
2023
Q2 | $3.15M | Sell |
54,521
-2,969
| -5% | -$171K | ﹤0.01% | 1877 |
|
2023
Q1 | $3.45M | Buy |
57,490
+354
| +0.6% | +$21.3K | ﹤0.01% | 1746 |
|
2022
Q4 | $2.52M | Buy |
57,136
+399
| +0.7% | +$17.6K | ﹤0.01% | 1906 |
|
2022
Q3 | $3.04M | Sell |
56,737
-5,811
| -9% | -$311K | ﹤0.01% | 1700 |
|
2022
Q2 | $2.28M | Buy |
+62,548
| New | +$2.28M | ﹤0.01% | 1926 |
|
2022
Q1 | – | Sell |
-20,733
| Closed | -$1.09M | – | 4328 |
|
2021
Q4 | $1.09M | Buy |
20,733
+1,682
| +9% | +$88.3K | ﹤0.01% | 2573 |
|
2021
Q3 | $1.04M | Buy |
19,051
+3,029
| +19% | +$165K | ﹤0.01% | 2570 |
|
2021
Q2 | $1.25M | Buy |
+16,022
| New | +$1.25M | ﹤0.01% | 2371 |
|