LPL Financial’s SES AI SES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.6K | Buy |
31,060
+1,050
| +3% | +$933 | ﹤0.01% | 5276 |
|
|
2025
Q1 | $15.6K | Sell |
30,010
-27,305
| -48% | -$14.2K | ﹤0.01% | 5147 |
|
|
2024
Q4 | $126K | Buy |
57,315
+24,625
| +75% | +$53.9K | ﹤0.01% | 4827 |
|
|
2024
Q3 | $20.9K | Hold |
32,690
| – | – | ﹤0.01% | 4975 |
|
|
2024
Q2 | $40.9K | Hold |
32,690
| – | – | ﹤0.01% | 4766 |
|
|
2024
Q1 | $54.9K | Buy |
32,690
+1,000
| +3% | +$1.68K | ﹤0.01% | 4683 |
|
|
2023
Q4 | $58K | Sell |
31,690
-4,275
| -12% | -$7.82K | ﹤0.01% | 4566 |
|
|
2023
Q3 | $81.6K | Sell |
35,965
-300
| -0.8% | -$681 | ﹤0.01% | 4395 |
|
|
2023
Q2 | $88.5K | Sell |
36,265
-6,550
| -15% | -$16K | ﹤0.01% | 4291 |
|
|
2023
Q1 | $126K | Buy |
42,815
+10
| +0% | +$29 | ﹤0.01% | 4131 |
|
|
2022
Q4 | $135K | Sell |
42,805
-12,000
| -22% | -$37.8K | ﹤0.01% | 4065 |
|
|
2022
Q3 | $267K | Sell |
54,805
-4,200
| -7% | -$20.5K | ﹤0.01% | 3673 |
|
|
2022
Q2 | $232K | Buy |
+59,005
| New | +$232K | ﹤0.01% | 3801 |
|