LPL Financial’s Alleghany Corp Y Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,953
| Closed | -$2.48M | – | 4643 |
|
|
2022
Q3 | $2.48M | Buy |
2,953
+8
| +0.3% | +$6.71K | ﹤0.01% | 1815 |
|
|
2022
Q2 | $2.45M | Sell |
2,945
-216
| -7% | -$181K | ﹤0.01% | 1879 |
|
|
2022
Q1 | $2.68M | Sell |
3,161
-1,502
| -32% | -$1.04M | ﹤0.01% | 1830 |
|
|
2021
Q4 | $3.11M | Buy |
4,663
+2,434
| +109% | +$1.62M | ﹤0.01% | 1758 |
|
|
2021
Q3 | $1.39M | Sell |
2,229
-96
| -4% | -$63.4K | ﹤0.01% | 2340 |
|
|
2021
Q2 | $1.55M | Buy |
2,325
+330
| +17% | +$227K | ﹤0.01% | 2185 |
|
|
2021
Q1 | $1.25M | Sell |
1,995
-278
| -12% | -$172K | ﹤0.01% | 2204 |
|
|
2020
Q4 | $1.37M | Buy |
2,273
+133
| +6% | +$77.6K | ﹤0.01% | 1942 |
|
|
2020
Q3 | $1.11M | Sell |
2,140
-160
| -7% | -$84.1K | ﹤0.01% | 1867 |
|
|
2020
Q2 | $1.13M | Buy |
2,300
+74
| +3% | +$38.3K | ﹤0.01% | 1739 |
|
|
2020
Q1 | $1.23M | Sell |
2,226
-256
| -10% | -$184K | ﹤0.01% | 1480 |
|
|
2019
Q4 | $1.99M | Buy |
2,482
+482
| +24% | +$377K | ﹤0.01% | 1360 |
|
|
2019
Q3 | $1.6M | Buy |
2,000
+180
| +10% | +$132K | ﹤0.01% | 1408 |
|
|
2019
Q2 | $1.24M | Sell |
1,820
-69
| -4% | -$45.7K | ﹤0.01% | 1582 |
|
|
2019
Q1 | $1.16M | Buy |
1,889
+109
| +6% | +$68.1K | ﹤0.01% | 1562 |
|
|
2018
Q4 | $1.11M | Sell |
1,780
-11
| -0.6% | -$6.78K | ﹤0.01% | 1448 |
|
|
2018
Q3 | $1.17M | Buy |
1,791
+163
| +10% | +$102K | ﹤0.01% | 1562 |
|
|
2018
Q2 | $936K | Buy |
1,628
+31
| +2% | +$18.1K | ﹤0.01% | 1668 |
|
|
2018
Q1 | $981K | Buy |
1,597
+48
| +3% | +$28.9K | ﹤0.01% | 1614 |
|
|
2017
Q4 | $923K | Sell |
1,549
-17
| -1% | -$9.7K | ﹤0.01% | 1575 |
|
|
2017
Q3 | $868K | Sell |
1,566
-47
| -3% | -$27.4K | ﹤0.01% | 1543 |
|
|
2017
Q2 | $959K | Sell |
1,613
-947
| -37% | -$564K | ﹤0.01% | 1400 |
|
|
2017
Q1 | $1.56M | Sell |
2,560
-76
| -3% | -$47.4K | 0.01% | 974 |
|
|
2016
Q4 | $1.61M | Buy |
2,636
+48
| +2% | +$26.8K | 0.01% | 907 |
|
|
2016
Q3 | $1.36M | Buy |
2,588
+72
| +3% | +$38.5K | 0.01% | 982 |
|
|
2016
Q2 | $1.37M | Buy |
+2,516
| New | +$1.31M | 0.01% | 966 |
|
|
2015
Q4 | – | Sell |
-884
| Closed | -$420K | – | 3267 |
|
|
2015
Q3 | $420K | Buy |
884
+58
| +7% | +$27.9K | ﹤0.01% | 1941 |
|
|
2015
Q2 | $402K | Buy |
826
+30
| +4% | +$14.4K | ﹤0.01% | 2078 |
|
|
2015
Q1 | $390K | Sell |
796
-64
| -7% | -$29.9K | ﹤0.01% | 2027 |
|
|
2014
Q4 | $399K | Buy |
860
+73
| +9% | +$32.5K | ﹤0.01% | 1940 |
|
|
2014
Q3 | $328K | Sell |
787
-9
| -1% | -$3.84K | ﹤0.01% | 2100 |
|
|
2014
Q2 | $349K | Sell |
796
-45
| -5% | -$18.8K | ﹤0.01% | 2081 |
|
|
2014
Q1 | $343K | Buy |
+841
| New | +$326K | ﹤0.01% | 2043 |
|