LPL Financial’s Service Properties Trust SVC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $754K | Buy |
315,486
+32,161
| +11% | +$76.9K | ﹤0.01% | 3963 |
|
|
2025
Q1 | $739K | Sell |
283,325
-13,548
| -5% | -$35.4K | ﹤0.01% | 3756 |
|
|
2024
Q4 | $754K | Sell |
296,873
-60,970
| -17% | -$155K | ﹤0.01% | 3690 |
|
|
2024
Q3 | $1.63M | Buy |
357,843
+154,873
| +76% | +$706K | ﹤0.01% | 2897 |
|
|
2024
Q2 | $1.04M | Sell |
202,970
-4,509
| -2% | -$23.2K | ﹤0.01% | 3174 |
|
|
2024
Q1 | $1.41M | Sell |
207,479
-23,393
| -10% | -$159K | ﹤0.01% | 2851 |
|
|
2023
Q4 | $1.97M | Sell |
230,872
-10,296
| -4% | -$87.9K | ﹤0.01% | 2401 |
|
|
2023
Q3 | $1.85M | Buy |
241,168
+6,895
| +3% | +$53K | ﹤0.01% | 2349 |
|
|
2023
Q2 | $2.04M | Buy |
234,273
+86,723
| +59% | +$754K | ﹤0.01% | 2230 |
|
|
2023
Q1 | $1.47M | Buy |
147,550
+55,600
| +60% | +$554K | ﹤0.01% | 2413 |
|
|
2022
Q4 | $670K | Sell |
91,950
-7,697
| -8% | -$56.1K | ﹤0.01% | 2984 |
|
|
2022
Q3 | $517K | Sell |
99,647
-11,500
| -10% | -$59.7K | ﹤0.01% | 3108 |
|
|
2022
Q2 | $581K | Sell |
111,147
-40,053
| -26% | -$209K | ﹤0.01% | 3063 |
|
|
2022
Q1 | $1.34M | Buy |
151,200
+13,281
| +10% | +$117K | ﹤0.01% | 2363 |
|
|
2021
Q4 | $1.21M | Buy |
137,919
+14,899
| +12% | +$131K | ﹤0.01% | 2484 |
|
|
2021
Q3 | $1.38M | Sell |
123,020
-4,411
| -3% | -$49.4K | ﹤0.01% | 2340 |
|
|
2021
Q2 | $1.61M | Buy |
127,431
+50,271
| +65% | +$634K | ﹤0.01% | 2153 |
|
|
2021
Q1 | $915K | Buy |
77,160
+3,147
| +4% | +$37.3K | ﹤0.01% | 2462 |
|
|
2020
Q4 | $850K | Buy |
74,013
+7,208
| +11% | +$82.8K | ﹤0.01% | 2307 |
|
|
2020
Q3 | $531K | Sell |
66,805
-5,824
| -8% | -$46.3K | ﹤0.01% | 2399 |
|
|
2020
Q2 | $515K | Buy |
72,629
+19,451
| +37% | +$138K | ﹤0.01% | 2345 |
|
|
2020
Q1 | $287K | Buy |
53,178
+615
| +1% | +$3.32K | ﹤0.01% | 2533 |
|
|
2019
Q4 | $1.28M | Sell |
52,563
-1,176
| -2% | -$28.6K | ﹤0.01% | 1663 |
|
|
2019
Q3 | $1.39M | Sell |
53,739
-3,421
| -6% | -$88.2K | ﹤0.01% | 1508 |
|
|
2019
Q2 | $1.43M | Sell |
57,160
-8,061
| -12% | -$202K | ﹤0.01% | 1462 |
|
|
2019
Q1 | $1.72M | Sell |
65,221
-803
| -1% | -$21.1K | ﹤0.01% | 1273 |
|
|
2018
Q4 | $1.58M | Sell |
66,024
-129,003
| -66% | -$3.08M | ﹤0.01% | 1203 |
|
|
2018
Q3 | $5.63M | Sell |
195,027
-2,657
| -1% | -$76.6K | 0.01% | 687 |
|
|
2018
Q2 | $5.66M | Sell |
197,684
-10,648
| -5% | -$305K | 0.01% | 654 |
|
|
2018
Q1 | $5.28M | Buy |
208,332
+17,293
| +9% | +$438K | 0.01% | 676 |
|
|
2017
Q4 | $5.7M | Buy |
191,039
+107,181
| +128% | +$3.2M | 0.02% | 605 |
|
|
2017
Q3 | $2.39M | Buy |
83,858
+4,632
| +6% | +$132K | 0.01% | 892 |
|
|
2017
Q2 | $2.31M | Buy |
+79,226
| New | +$2.31M | 0.01% | 846 |
|
|
2017
Q1 | – | Sell |
-6,256
| Closed | -$200K | – | 2797 |
|
|
2016
Q4 | $200K | Buy |
+6,256
| New | +$200K | ﹤0.01% | 2484 |
|
|
2016
Q2 | – | Sell |
-132,897
| Closed | -$3.41M | – | 2954 |
|
|
2016
Q1 | $3.41M | Buy |
132,897
+5,801
| +5% | +$149K | 0.01% | 908 |
|
|
2015
Q4 | $3.34M | Buy |
127,096
+84,517
| +198% | +$2.22M | 0.01% | 894 |
|
|
2015
Q3 | $1.14M | Sell |
42,579
-10,702
| -20% | -$287K | 0.01% | 1158 |
|
|
2015
Q2 | $1.55M | Sell |
53,281
-1,639
| -3% | -$47.8K | 0.01% | 1068 |
|
|
2015
Q1 | $1.8M | Buy |
54,920
+2,328
| +4% | +$76.3K | 0.01% | 967 |
|
|
2014
Q4 | $1.62M | Sell |
52,592
-16,040
| -23% | -$494K | 0.01% | 1014 |
|
|
2014
Q3 | $1.82M | Sell |
68,632
-2,280
| -3% | -$60.4K | 0.01% | 903 |
|
|
2014
Q2 | $2.14M | Sell |
70,912
-25,091
| -26% | -$758K | 0.01% | 841 |
|
|
2014
Q1 | $2.74M | Sell |
96,003
-30,940
| -24% | -$882K | 0.02% | 682 |
|
|
2013
Q4 | $3.41M | Sell |
126,943
-3,612
| -3% | -$96.9K | 0.02% | 580 |
|
|
2013
Q3 | $3.72M | Buy |
130,555
+2,332
| +2% | +$66.5K | 0.02% | 514 |
|
|
2013
Q2 | $3.35M | Buy |
+128,223
| New | +$3.35M | 0.02% | 513 |
|