LPL Financial
RAD

LPL Financial’s Rite Aid Corporation RAD Stock Holding History

LPL Financial’s Portfolio RAD Stock Details RAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,112
Closed -$4.53K – 4966
2023
Q3 		$4.53K Sell
10,112
-2,421
-19% -$3.25K ﹤0.01% 4672
2023
Q2 		$18.9K Sell
12,533
-4,845
-28% -$9.7K ﹤0.01% 4523
2023
Q1 		$38.9K Buy
17,378
+6,385
+58% +$21.2K ﹤0.01% 4344
2022
Q4 		$36.7K Sell
10,993
-1,816
-14% -$8.63K ﹤0.01% 4311
2022
Q3 		$63K Buy
12,809
+185
+1% +$1.44K ﹤0.01% 4202
2022
Q2 		$85K Sell
12,624
-1,430
-10% -$9.46K ﹤0.01% 4157
2022
Q1 		$123K Sell
14,054
-461
-3% -$4.83K ﹤0.01% 3941
2021
Q4 		$213K Sell
14,515
-3,258
-18% -$43.9K ﹤0.01% 3941
2021
Q3 		$252K Sell
17,773
-3,411
-16% -$53.7K ﹤0.01% 3790
2021
Q2 		$345K Buy
21,184
+10,473
+98% +$200K ﹤0.01% 3480
2021
Q1 		$219K Sell
10,711
-10,159
-49% -$220K ﹤0.01% 3705
2020
Q4 		$330K Buy
20,870
+10,209
+96% +$131K ﹤0.01% 3127
2020
Q3 		$101K Sell
10,661
-1,256
-11% -$17.9K ﹤0.01% 3368
2020
Q2 		$203K Buy
+11,917
New +$161K ﹤0.01% 3124
2019
Q2 		– Sell
-6,951
Closed -$88K – 3368
2019
Q1 		$88K Sell
6,951
-135
-2% -$2.08K ﹤0.01% 3083
2018
Q4 		$100K Sell
7,086
-462
-6% -$9.74K ﹤0.01% 2954
2018
Q3 		$193K Buy
7,548
+604
+9% +$18.6K ﹤0.01% 3007
2018
Q2 		$240K Sell
6,944
-258
-4% -$8.76K ﹤0.01% 2850
2018
Q1 		$242K Sell
7,202
-545
-7% -$21.6K ﹤0.01% 2810
2017
Q4 		$305K Buy
7,747
+3,459
+81% +$124K ﹤0.01% 2484
2017
Q3 		$168K Buy
4,288
+1,132
+36% +$53.7K ﹤0.01% 2701
2017
Q2 		$186K Buy
3,156
+1,276
+68% +$96.4K ﹤0.01% 2605
2017
Q1 		$158K Buy
1,880
+409
+28% +$49.3K ﹤0.01% 2542
2016
Q4 		$241K Sell
1,471
-978
-40% -$148K ﹤0.01% 2342
2016
Q3 		$372K Buy
2,449
+488
+25% +$72.8K ﹤0.01% 1962
2016
Q2 		$291K Sell
1,961
-1,948
-50% -$307K ﹤0.01% 2098
2016
Q1 		$636K Sell
3,909
-1,212
-24% -$191K ﹤0.01% 1998
2015
Q4 		$808K Buy
5,121
+116
+2% +$17.2K ﹤0.01% 1843
2015
Q3 		$637K Sell
5,005
-1,213
-20% -$202K ﹤0.01% 1580
2015
Q2 		$1.03M Sell
6,218
-889
-13% -$149K 0.01% 1347
2015
Q1 		$1.22M Sell
7,107
-352
-5% -$54.8K 0.01% 1217
2014
Q4 		$1.12M Sell
7,459
-654
-8% -$72.6K 0.01% 1230
2014
Q3 		$781K Sell
8,113
-1,614
-17% -$208K ﹤0.01% 1448
2014
Q2 		$1.4M Buy
9,727
+1,472
+18% +$217K 0.01% 1105
2014
Q1 		$1.03M Buy
8,255
+1,371
+20% +$167K 0.01% 1243
2013
Q4 		$697K Buy
6,884
+1,253
+22% +$133K ﹤0.01% 1503
2013
Q3 		$571K Buy
5,631
+4,323
+331% +$295K ﹤0.01% 1557
2013
Q2 		$75K Buy
+1,308
New +$68.2K ﹤0.01% 2351

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LFA
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BBA
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SPIA
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GFPC
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AWM
Able Wealth Management Toms River, New Jersey $374M AUM 12.51% 1-Year Est. Return
PS
Planned Solutions Folsom, California $348M AUM 23.38% 1-Year Est. Return
TCPG
Trivant Custom Portfolio Group San Diego, California $182M AUM 19.54% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.55B AUM 17.89% 1-Year Est. Return
SN
Sittner & Nelson Eugene, Oregon $274M AUM 22.46% 1-Year Est. Return