LPL Financial’s Ecofin Sustainable & Social Impact Term Fund TEAF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Sell |
27,673
-265
| -0.9% | -$3.25K | ﹤0.01% | 4592 |
|
|
2025
Q1 | $317K | Buy |
27,938
+576
| +2% | +$6.54K | ﹤0.01% | 4440 |
|
|
2024
Q4 | $328K | Sell |
27,362
-996
| -4% | -$12K | ﹤0.01% | 4356 |
|
|
2024
Q3 | $370K | Sell |
28,358
-10,775
| -28% | -$141K | ﹤0.01% | 4185 |
|
|
2024
Q2 | $450K | Buy |
39,133
+383
| +1% | +$4.41K | ﹤0.01% | 3889 |
|
|
2024
Q1 | $458K | Sell |
38,750
-1,814
| -4% | -$21.4K | ﹤0.01% | 3812 |
|
|
2023
Q4 | $475K | Sell |
40,564
-6,682
| -14% | -$78.2K | ﹤0.01% | 3657 |
|
|
2023
Q3 | $566K | Buy |
47,246
+97
| +0.2% | +$1.16K | ﹤0.01% | 3355 |
|
|
2023
Q2 | $588K | Buy |
47,149
+1,835
| +4% | +$22.9K | ﹤0.01% | 3272 |
|
|
2023
Q1 | $588K | Buy |
45,314
+6,467
| +17% | +$83.9K | ﹤0.01% | 3177 |
|
|
2022
Q4 | $499K | Buy |
38,847
+9,891
| +34% | +$127K | ﹤0.01% | 3234 |
|
|
2022
Q3 | $369K | Buy |
+28,956
| New | +$369K | ﹤0.01% | 3390 |
|