LPL Financial’s LMP Capital and Income Fund SCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Sell |
29,897
-1,093
| -4% | -$17.1K | ﹤0.01% | 4368 |
|
|
2025
Q1 | $494K | Buy |
30,990
+3,500
| +13% | +$55.8K | ﹤0.01% | 4123 |
|
|
2024
Q4 | $473K | Sell |
27,490
-2,346
| -8% | -$40.4K | ﹤0.01% | 4076 |
|
|
2024
Q3 | $525K | Buy |
29,836
+2,288
| +8% | +$40.2K | ﹤0.01% | 3893 |
|
|
2024
Q2 | $426K | Buy |
27,548
+1,069
| +4% | +$16.5K | ﹤0.01% | 3926 |
|
|
2024
Q1 | $414K | Sell |
26,479
-735
| -3% | -$11.5K | ﹤0.01% | 3877 |
|
|
2023
Q4 | $381K | Buy |
27,214
+140
| +0.5% | +$1.96K | ﹤0.01% | 3844 |
|
|
2023
Q3 | $338K | Buy |
27,074
+2,514
| +10% | +$31.4K | ﹤0.01% | 3769 |
|
|
2023
Q2 | $315K | Buy |
24,560
+3,494
| +17% | +$44.8K | ﹤0.01% | 3762 |
|
|
2023
Q1 | $257K | Sell |
21,066
-407
| -2% | -$4.97K | ﹤0.01% | 3838 |
|
|
2022
Q4 | $259K | Buy |
21,473
+155
| +0.7% | +$1.87K | ﹤0.01% | 3757 |
|
|
2022
Q3 | $240K | Sell |
21,318
-6,061
| -22% | -$68.2K | ﹤0.01% | 3751 |
|
|
2022
Q2 | $337K | Buy |
27,379
+2,305
| +9% | +$28.4K | ﹤0.01% | 3517 |
|
|
2022
Q1 | $367K | Hold |
25,074
| – | – | ﹤0.01% | 3411 |
|
|
2021
Q4 | $381K | Buy |
25,074
+1,174
| +5% | +$17.8K | ﹤0.01% | 3501 |
|
|
2021
Q3 | $329K | Buy |
23,900
+1,506
| +7% | +$20.7K | ﹤0.01% | 3561 |
|
|
2021
Q2 | $323K | Buy |
22,394
+5,640
| +34% | +$81.3K | ﹤0.01% | 3520 |
|
|
2021
Q1 | $213K | Sell |
16,754
-405
| -2% | -$5.15K | ﹤0.01% | 3708 |
|
|
2020
Q4 | $200K | Buy |
17,159
+1,186
| +7% | +$13.8K | ﹤0.01% | 3511 |
|
|
2020
Q3 | $163K | Sell |
15,973
-23,112
| -59% | -$236K | ﹤0.01% | 3240 |
|
|
2020
Q2 | $391K | Buy |
39,085
+22,652
| +138% | +$227K | ﹤0.01% | 2597 |
|
|
2020
Q1 | $132K | Hold |
16,433
| – | – | ﹤0.01% | 2925 |
|
|
2019
Q4 | $255K | Buy |
16,433
+4,187
| +34% | +$65K | ﹤0.01% | 2888 |
|
|
2019
Q3 | $173K | Sell |
12,246
-2,596
| -17% | -$36.7K | ﹤0.01% | 3044 |
|
|
2019
Q2 | $201K | Buy |
14,842
+4,080
| +38% | +$55.3K | ﹤0.01% | 3010 |
|
|
2019
Q1 | $139K | Buy |
+10,762
| New | +$139K | ﹤0.01% | 3013 |
|
|
2017
Q2 | – | Sell |
-14,101
| Closed | -$200K | – | 2944 |
|
|
2017
Q1 | $200K | Buy |
14,101
+1,893
| +16% | +$26.8K | ﹤0.01% | 2494 |
|
|
2016
Q4 | $163K | Buy |
12,208
+1,228
| +11% | +$16.4K | ﹤0.01% | 2524 |
|
|
2016
Q3 | $146K | Sell |
10,980
-1,401
| -11% | -$18.6K | ﹤0.01% | 2465 |
|
|
2016
Q2 | $164K | Sell |
12,381
-2,679
| -18% | -$35.5K | ﹤0.01% | 2417 |
|
|
2016
Q1 | $180K | Buy |
15,060
+173
| +1% | +$2.07K | ﹤0.01% | 2816 |
|
|
2015
Q4 | $185K | Buy |
+14,887
| New | +$185K | ﹤0.01% | 2853 |
|
|
2015
Q2 | – | Sell |
-11,132
| Closed | -$186K | – | 2930 |
|
|
2015
Q1 | $186K | Buy |
11,132
+40
| +0.4% | +$668 | ﹤0.01% | 2577 |
|
|
2014
Q4 | $186K | Sell |
11,092
-440
| -4% | -$7.38K | ﹤0.01% | 2523 |
|
|
2014
Q3 | $192K | Sell |
11,532
-6,866
| -37% | -$114K | ﹤0.01% | 2489 |
|
|
2014
Q2 | $326K | Sell |
18,398
-159
| -0.9% | -$2.82K | ﹤0.01% | 2134 |
|
|
2014
Q1 | $299K | Sell |
18,557
-8,949
| -33% | -$144K | ﹤0.01% | 2124 |
|
|
2013
Q4 | $435K | Sell |
27,506
-627
| -2% | -$9.92K | ﹤0.01% | 1820 |
|
|
2013
Q3 | $418K | Sell |
28,133
-41,936
| -60% | -$623K | ﹤0.01% | 1777 |
|
|
2013
Q2 | $1.08M | Buy |
+70,069
| New | +$1.08M | 0.01% | 1072 |
|