LPL Financial’s PROS Holdings PRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-25,169
| Closed | -$479K | – | 5476 |
|
|
2025
Q1 | $479K | Sell |
25,169
-4,947
| -16% | -$94.1K | ﹤0.01% | 4144 |
|
|
2024
Q4 | $661K | Sell |
30,116
-1,831
| -6% | -$40.2K | ﹤0.01% | 3800 |
|
|
2024
Q3 | $592K | Sell |
31,947
-8,453
| -21% | -$157K | ﹤0.01% | 3794 |
|
|
2024
Q2 | $1.16M | Buy |
40,400
+298
| +0.7% | +$8.54K | ﹤0.01% | 3074 |
|
|
2024
Q1 | $1.46M | Buy |
40,102
+4,791
| +14% | +$174K | ﹤0.01% | 2824 |
|
|
2023
Q4 | $1.37M | Buy |
35,311
+1,602
| +5% | +$62.1K | ﹤0.01% | 2746 |
|
|
2023
Q3 | $1.17M | Buy |
33,709
+181
| +0.5% | +$6.27K | ﹤0.01% | 2747 |
|
|
2023
Q2 | $1.03M | Buy |
33,528
+1,986
| +6% | +$61.2K | ﹤0.01% | 2790 |
|
|
2023
Q1 | $864K | Buy |
31,542
+3,635
| +13% | +$99.6K | ﹤0.01% | 2848 |
|
|
2022
Q4 | $677K | Buy |
27,907
+352
| +1% | +$8.54K | ﹤0.01% | 2977 |
|
|
2022
Q3 | $681K | Sell |
27,555
-383
| -1% | -$9.47K | ﹤0.01% | 2850 |
|
|
2022
Q2 | $733K | Buy |
27,938
+2,079
| +8% | +$54.5K | ﹤0.01% | 2845 |
|
|
2022
Q1 | $861K | Buy |
25,859
+4,871
| +23% | +$162K | ﹤0.01% | 2725 |
|
|
2021
Q4 | $724K | Sell |
20,988
-2,568
| -11% | -$88.6K | ﹤0.01% | 2942 |
|
|
2021
Q3 | $836K | Buy |
23,556
+4,575
| +24% | +$162K | ﹤0.01% | 2755 |
|
|
2021
Q2 | $865K | Buy |
18,981
+6,376
| +51% | +$291K | ﹤0.01% | 2683 |
|
|
2021
Q1 | $536K | Buy |
12,605
+2,745
| +28% | +$117K | ﹤0.01% | 2950 |
|
|
2020
Q4 | $501K | Buy |
9,860
+2,350
| +31% | +$119K | ﹤0.01% | 2751 |
|
|
2020
Q3 | $240K | Buy |
+7,510
| New | +$240K | ﹤0.01% | 3049 |
|
|
2020
Q1 | – | Sell |
-3,438
| Closed | -$206K | – | 3356 |
|
|
2019
Q4 | $206K | Buy |
+3,438
| New | +$206K | ﹤0.01% | 3067 |
|
|
2019
Q3 | – | Sell |
-3,705
| Closed | -$234K | – | 3346 |
|
|
2019
Q2 | $234K | Buy |
+3,705
| New | +$234K | ﹤0.01% | 2901 |
|