LPL Financial’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $15.3M | Sell |
52,368
-7,705
| -13% | -$2.25M | 0.01% | 1424 |
|
2025
Q1 | $19.1M | Buy |
60,073
+18,477
| +44% | +$5.88M | 0.01% | 1174 |
|
2024
Q4 | $14.2M | Buy |
41,596
+3,010
| +8% | +$1.03M | 0.01% | 1286 |
|
2024
Q3 | $14.5M | Buy |
38,586
+2,604
| +7% | +$981K | 0.01% | 1216 |
|
2024
Q2 | $11.1M | Buy |
35,982
+2,225
| +7% | +$684K | 0.01% | 1314 |
|
2024
Q1 | $13.6M | Buy |
33,757
+5,597
| +20% | +$2.26M | 0.01% | 1137 |
|
2023
Q4 | $11.2M | Buy |
28,160
+6,276
| +29% | +$2.5M | 0.01% | 1171 |
|
2023
Q3 | $7.79M | Sell |
21,884
-2,625
| -11% | -$935K | 0.01% | 1312 |
|
2023
Q2 | $9.18M | Buy |
24,509
+4,223
| +21% | +$1.58M | 0.01% | 1183 |
|
2023
Q1 | $6.95M | Buy |
20,286
+10,480
| +107% | +$3.59M | 0.01% | 1303 |
|
2022
Q4 | $2.96M | Buy |
9,806
+2,580
| +36% | +$780K | ﹤0.01% | 1780 |
|
2022
Q3 | $2.3M | Sell |
7,226
-2,652
| -27% | -$844K | ﹤0.01% | 1870 |
|
2022
Q2 | $3.47M | Buy |
9,878
+4,361
| +79% | +$1.53M | ﹤0.01% | 1628 |
|
2022
Q1 | $2.33M | Sell |
5,517
-5,427
| -50% | -$2.29M | ﹤0.01% | 1933 |
|
2021
Q4 | $6.2M | Buy |
10,944
+42
| +0.4% | +$23.8K | 0.01% | 1312 |
|
2021
Q3 | $4.74M | Buy |
10,902
+1,287
| +13% | +$559K | ﹤0.01% | 1429 |
|
2021
Q2 | $4.41M | Buy |
9,615
+4,739
| +97% | +$2.17M | ﹤0.01% | 1429 |
|
2021
Q1 | $1.68M | Sell |
4,876
-58
| -1% | -$20K | ﹤0.01% | 1963 |
|
2020
Q4 | $1.84M | Buy |
4,934
+523
| +12% | +$195K | ﹤0.01% | 1720 |
|
2020
Q3 | $1.48M | Buy |
4,411
+1,103
| +33% | +$369K | ﹤0.01% | 1633 |
|
2020
Q2 | $899K | Buy |
3,308
+301
| +10% | +$81.8K | ﹤0.01% | 1892 |
|
2020
Q1 | $592K | Sell |
3,007
-1,178
| -28% | -$232K | ﹤0.01% | 1988 |
|
2019
Q4 | $889K | Buy |
4,185
+127
| +3% | +$27K | ﹤0.01% | 1923 |
|
2019
Q3 | $818K | Sell |
4,058
-450
| -10% | -$90.7K | ﹤0.01% | 1870 |
|
2019
Q2 | $861K | Buy |
4,508
+318
| +8% | +$60.7K | ﹤0.01% | 1831 |
|
2019
Q1 | $691K | Sell |
4,190
-118
| -3% | -$19.5K | ﹤0.01% | 1933 |
|
2018
Q4 | $640K | Buy |
4,308
+550
| +15% | +$81.7K | ﹤0.01% | 1844 |
|
2018
Q3 | $627K | Sell |
3,758
-881
| -19% | -$147K | ﹤0.01% | 2048 |
|
2018
Q2 | $703K | Buy |
4,639
+2
| +0% | +$303 | ﹤0.01% | 1894 |
|
2018
Q1 | $678K | Buy |
4,637
+127
| +3% | +$18.6K | ﹤0.01% | 1875 |
|
2017
Q4 | $585K | Sell |
4,510
-465
| -9% | -$60.3K | ﹤0.01% | 1910 |
|
2017
Q3 | $538K | Sell |
4,975
-5,458
| -52% | -$590K | ﹤0.01% | 1887 |
|
2017
Q2 | $1.23M | Buy |
10,433
+5,542
| +113% | +$652K | ﹤0.01% | 1243 |
|
2017
Q1 | $584K | Buy |
4,891
+2,387
| +95% | +$285K | ﹤0.01% | 1665 |
|
2016
Q4 | $262K | Buy |
2,504
+390
| +18% | +$40.8K | ﹤0.01% | 2281 |
|
2016
Q3 | $202K | Buy |
+2,114
| New | +$202K | ﹤0.01% | 2403 |
|