LPL Financial’s Stagwell STGW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-36,498
| Closed | -$240K | – | 5336 |
|
|
2024
Q4 | $240K | Buy |
+36,498
| New | +$240K | ﹤0.01% | 4588 |
|
|
2024
Q2 | – | Sell |
-73,114
| Closed | -$455K | – | 5009 |
|
|
2024
Q1 | $455K | Buy |
73,114
+57,507
| +368% | +$358K | ﹤0.01% | 3819 |
|
|
2023
Q4 | $103K | Sell |
15,607
-3,790
| -20% | -$25.1K | ﹤0.01% | 4479 |
|
|
2023
Q3 | $91K | Buy |
+19,397
| New | +$91K | ﹤0.01% | 4384 |
|