LPL Financial’s Pearson PSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $612K | Buy |
40,989
+6,617
| +19% | +$98.8K | ﹤0.01% | 4151 |
|
|
2025
Q1 | $550K | Buy |
+34,372
| New | +$550K | ﹤0.01% | 4032 |
|
|
2019
Q3 | – | Sell |
-22,070
| Closed | -$229K | – | 3348 |
|
|
2019
Q2 | $229K | Buy |
+22,070
| New | +$229K | ﹤0.01% | 2915 |
|
|
2016
Q2 | – | Sell |
-15,678
| Closed | -$190K | – | 2902 |
|
|
2016
Q1 | $190K | Sell |
15,678
-8,648
| -36% | -$105K | ﹤0.01% | 2803 |
|
|
2015
Q4 | $259K | Buy |
24,326
+14,045
| +137% | +$150K | ﹤0.01% | 2647 |
|
|
2015
Q3 | $186K | Buy |
+10,281
| New | +$186K | ﹤0.01% | 2539 |
|
|
2014
Q3 | – | Sell |
-26,311
| Closed | -$521K | – | 2769 |
|
|
2014
Q2 | $521K | Sell |
26,311
-3,583
| -12% | -$70.9K | ﹤0.01% | 1767 |
|
|
2014
Q1 | $532K | Sell |
29,894
-1,118
| -4% | -$19.9K | ﹤0.01% | 1693 |
|
|
2013
Q4 | $695K | Buy |
31,012
+2,417
| +8% | +$54.2K | ﹤0.01% | 1504 |
|
|
2013
Q3 | $599K | Buy |
28,595
+3,686
| +15% | +$77.2K | ﹤0.01% | 1511 |
|
|
2013
Q2 | $446K | Buy |
+24,909
| New | +$446K | ﹤0.01% | 1643 |
|