LPL Financial’s Quad QUAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,500
| Closed | -$94.1K | – | 5317 |
|
|
2024
Q4 | $94.1K | Hold |
13,500
| – | – | ﹤0.01% | 4884 |
|
|
2024
Q3 | $61.3K | Hold |
13,500
| – | – | ﹤0.01% | 4869 |
|
|
2024
Q2 | $73.6K | Hold |
13,500
| – | – | ﹤0.01% | 4691 |
|
|
2024
Q1 | $71.7K | Buy |
+13,500
| New | +$71.7K | ﹤0.01% | 4651 |
|
|
2013
Q4 | – | Sell |
-19,883
| Closed | -$620K | – | 2685 |
|
|
2013
Q3 | $620K | Buy |
+19,883
| New | +$620K | ﹤0.01% | 1481 |
|