LPL Financial’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $426K | Buy |
34,163
+3,287
| +11% | +$41K | ﹤0.01% | 4431 |
|
|
2025
Q1 | $450K | Buy |
30,876
+1,029
| +3% | +$15K | ﹤0.01% | 4191 |
|
|
2024
Q4 | $423K | Buy |
29,847
+212
| +0.7% | +$3K | ﹤0.01% | 4164 |
|
|
2024
Q3 | $401K | Buy |
29,635
+1,327
| +5% | +$18K | ﹤0.01% | 4121 |
|
|
2024
Q2 | $377K | Sell |
28,308
-8,031
| -22% | -$107K | ﹤0.01% | 4018 |
|
|
2024
Q1 | $456K | Sell |
36,339
-4,728
| -12% | -$59.3K | ﹤0.01% | 3817 |
|
|
2023
Q4 | $505K | Sell |
41,067
-2,959
| -7% | -$36.4K | ﹤0.01% | 3619 |
|
|
2023
Q3 | $424K | Buy |
44,026
+10,135
| +30% | +$97.6K | ﹤0.01% | 3587 |
|
|
2023
Q2 | $329K | Buy |
33,891
+4,399
| +15% | +$42.7K | ﹤0.01% | 3729 |
|
|
2023
Q1 | $271K | Buy |
29,492
+903
| +3% | +$8.31K | ﹤0.01% | 3795 |
|
|
2022
Q4 | $276K | Sell |
28,589
-5,309
| -16% | -$51.2K | ﹤0.01% | 3687 |
|
|
2022
Q3 | $287K | Sell |
33,898
-196
| -0.6% | -$1.66K | ﹤0.01% | 3607 |
|
|
2022
Q2 | $367K | Buy |
34,094
+13
| +0% | +$140 | ﹤0.01% | 3438 |
|
|
2022
Q1 | $452K | Sell |
34,081
-1,359
| -4% | -$18K | ﹤0.01% | 3267 |
|
|
2021
Q4 | $359K | Hold |
35,440
| – | – | ﹤0.01% | 3549 |
|
|
2021
Q3 | $347K | Sell |
35,440
-690
| -2% | -$6.76K | ﹤0.01% | 3517 |
|
|
2021
Q2 | $298K | Sell |
36,130
-6,875
| -16% | -$56.7K | ﹤0.01% | 3576 |
|
|
2021
Q1 | $417K | Sell |
43,005
-2,800
| -6% | -$27.2K | ﹤0.01% | 3174 |
|
|
2020
Q4 | $365K | Sell |
45,805
-905
| -2% | -$7.21K | ﹤0.01% | 3036 |
|
|
2020
Q3 | $280K | Sell |
46,710
-2,743
| -6% | -$16.4K | ﹤0.01% | 2937 |
|
|
2020
Q2 | $360K | Buy |
49,453
+3,894
| +9% | +$28.3K | ﹤0.01% | 2676 |
|
|
2020
Q1 | $282K | Sell |
45,559
-4,869
| -10% | -$30.1K | ﹤0.01% | 2544 |
|
|
2019
Q4 | $687K | Sell |
50,428
-10,975
| -18% | -$150K | ﹤0.01% | 2108 |
|
|
2019
Q3 | $845K | Buy |
61,403
+16,107
| +36% | +$222K | ﹤0.01% | 1850 |
|
|
2019
Q2 | $575K | Sell |
45,296
-1,471
| -3% | -$18.7K | ﹤0.01% | 2163 |
|
|
2019
Q1 | $562K | Sell |
46,767
-3,803
| -8% | -$45.7K | ﹤0.01% | 2131 |
|
|
2018
Q4 | $620K | Buy |
50,570
+378
| +0.8% | +$4.63K | ﹤0.01% | 1867 |
|
|
2018
Q3 | $697K | Sell |
50,192
-1,210
| -2% | -$16.8K | ﹤0.01% | 1948 |
|
|
2018
Q2 | $641K | Buy |
51,402
+4,130
| +9% | +$51.5K | ﹤0.01% | 1968 |
|
|
2018
Q1 | $491K | Buy |
47,272
+1,160
| +3% | +$12K | ﹤0.01% | 2148 |
|
|
2017
Q4 | $664K | Hold |
46,112
| – | – | ﹤0.01% | 1805 |
|
|
2017
Q3 | $602K | Buy |
46,112
+280
| +0.6% | +$3.66K | ﹤0.01% | 1795 |
|
|
2017
Q2 | $561K | Buy |
45,832
+8,040
| +21% | +$98.4K | ﹤0.01% | 1790 |
|
|
2017
Q1 | $519K | Sell |
37,792
-7,558
| -17% | -$104K | ﹤0.01% | 1771 |
|
|
2016
Q4 | $650K | Buy |
45,350
+1,168
| +3% | +$16.7K | ﹤0.01% | 1509 |
|
|
2016
Q3 | $585K | Buy |
44,182
+9,685
| +28% | +$128K | 0.01% | 1571 |
|
|
2016
Q2 | $533K | Sell |
34,497
-45,517
| -57% | -$703K | ﹤0.01% | 1615 |
|
|
2016
Q1 | $1M | Buy |
80,014
+6,230
| +8% | +$78K | ﹤0.01% | 1672 |
|
|
2015
Q4 | $885K | Buy |
73,784
+36,433
| +98% | +$437K | ﹤0.01% | 1778 |
|
|
2015
Q3 | $438K | Buy |
37,351
+17,821
| +91% | +$209K | ﹤0.01% | 1900 |
|
|
2015
Q2 | $257K | Buy |
19,530
+4,910
| +34% | +$64.6K | ﹤0.01% | 2430 |
|
|
2015
Q1 | $234K | Sell |
14,620
-1,261
| -8% | -$20.2K | ﹤0.01% | 2440 |
|
|
2014
Q4 | $240K | Buy |
15,881
+1,720
| +12% | +$26K | ﹤0.01% | 2356 |
|
|
2014
Q3 | $197K | Buy |
+14,161
| New | +$197K | ﹤0.01% | 2479 |
|