LPL Financial’s UL Solutions ULS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $416K | Buy |
+5,709
| New | +$416K | ﹤0.01% | 4445 |
|
|
2025
Q1 | – | Sell |
-16,990
| Closed | -$847K | – | 5366 |
|
|
2024
Q4 | $847K | Sell |
16,990
-3,080
| -15% | -$154K | ﹤0.01% | 3594 |
|
|
2024
Q3 | $989K | Buy |
20,070
+4,715
| +31% | +$232K | ﹤0.01% | 3375 |
|
|
2024
Q2 | $648K | Buy |
+15,355
| New | +$648K | ﹤0.01% | 3585 |
|