LPL Financial’s Latham Group SWIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-15,954
| Closed | -$111K | – | 5337 |
|
|
2024
Q4 | $111K | Buy |
15,954
+1,713
| +12% | +$11.9K | ﹤0.01% | 4850 |
|
|
2024
Q3 | $96.8K | Buy |
14,241
+2,236
| +19% | +$15.2K | ﹤0.01% | 4795 |
|
|
2024
Q2 | $36.4K | Sell |
12,005
-6,009
| -33% | -$18.2K | ﹤0.01% | 4779 |
|
|
2024
Q1 | $71.3K | Buy |
18,014
+4,366
| +32% | +$17.3K | ﹤0.01% | 4652 |
|
|
2023
Q4 | $35.9K | Sell |
13,648
-53
| -0.4% | -$139 | ﹤0.01% | 4624 |
|
|
2023
Q3 | $38.4K | Buy |
13,701
+2,729
| +25% | +$7.64K | ﹤0.01% | 4488 |
|
|
2023
Q2 | $40.7K | Buy |
+10,972
| New | +$40.7K | ﹤0.01% | 4393 |
|
|
2023
Q1 | – | Sell |
-10,397
| Closed | -$33.5K | – | 4547 |
|
|
2022
Q4 | $33.5K | Buy |
+10,397
| New | +$33.5K | ﹤0.01% | 4294 |
|
|
2022
Q3 | – | Sell |
-93,973
| Closed | -$651K | – | 4476 |
|
|
2022
Q2 | $651K | Buy |
+93,973
| New | +$651K | ﹤0.01% | 2948 |
|
|
2022
Q1 | – | Sell |
-80,321
| Closed | -$2.01M | – | 4358 |
|
|
2021
Q4 | $2.01M | Buy |
80,321
+13,827
| +21% | +$346K | ﹤0.01% | 2078 |
|
|
2021
Q3 | $1.09M | Buy |
66,494
+29,266
| +79% | +$480K | ﹤0.01% | 2530 |
|
|
2021
Q2 | $1.19M | Buy |
+37,228
| New | +$1.19M | ﹤0.01% | 2418 |
|