LPL Financial’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Sell |
62,289
-2,401
| -4% | -$58.1K | ﹤0.01% | 3360 |
|
|
2025
Q1 | $1.27M | Sell |
64,690
-6,195
| -9% | -$121K | ﹤0.01% | 3317 |
|
|
2024
Q4 | $1.59M | Sell |
70,885
-22,226
| -24% | -$499K | ﹤0.01% | 3061 |
|
|
2024
Q3 | $2.11M | Sell |
93,111
-17,734
| -16% | -$401K | ﹤0.01% | 2660 |
|
|
2024
Q2 | $1.8M | Sell |
110,845
-16,916
| -13% | -$275K | ﹤0.01% | 2669 |
|
|
2024
Q1 | $3.41M | Sell |
127,761
-11,972
| -9% | -$320K | ﹤0.01% | 2071 |
|
|
2023
Q4 | $5.71M | Sell |
139,733
-42,394
| -23% | -$1.73M | ﹤0.01% | 1604 |
|
|
2023
Q3 | $5.71M | Buy |
182,127
+30,223
| +20% | +$948K | ﹤0.01% | 1519 |
|
|
2023
Q2 | $6.6M | Buy |
151,904
+26,686
| +21% | +$1.16M | ﹤0.01% | 1417 |
|
|
2023
Q1 | $4.06M | Buy |
125,218
+14,409
| +13% | +$467K | ﹤0.01% | 1641 |
|
|
2022
Q4 | $3.15M | Sell |
110,809
-1,486
| -1% | -$42.2K | ﹤0.01% | 1737 |
|
|
2022
Q3 | $3.58M | Sell |
112,295
-258
| -0.2% | -$8.22K | ﹤0.01% | 1598 |
|
|
2022
Q2 | $4.18M | Buy |
112,553
+17,848
| +19% | +$662K | ﹤0.01% | 1521 |
|
|
2022
Q1 | $9.41M | Buy |
94,705
+29,607
| +45% | +$2.94M | 0.01% | 1039 |
|
|
2021
Q4 | $9.31M | Buy |
65,098
+10,438
| +19% | +$1.49M | 0.01% | 1061 |
|
|
2021
Q3 | $6.9M | Buy |
54,660
+16,479
| +43% | +$2.08M | 0.01% | 1176 |
|
|
2021
Q2 | $4.19M | Buy |
38,181
+4,102
| +12% | +$450K | ﹤0.01% | 1464 |
|
|
2021
Q1 | $3.42M | Buy |
34,079
+16,520
| +94% | +$1.66M | ﹤0.01% | 1474 |
|
|
2020
Q4 | $2.7M | Buy |
+17,559
| New | +$2.7M | ﹤0.01% | 1482 |
|