LPL Financial’s York Water YORW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
42,442
+7,641
| +22% | +$241K | ﹤0.01% | 3456 |
|
|
2025
Q1 | $1.21M | Sell |
34,801
-3,431
| -9% | -$119K | ﹤0.01% | 3366 |
|
|
2024
Q4 | $1.25M | Sell |
38,232
-921
| -2% | -$30.1K | ﹤0.01% | 3270 |
|
|
2024
Q3 | $1.47M | Buy |
39,153
+1,196
| +3% | +$44.8K | ﹤0.01% | 2989 |
|
|
2024
Q2 | $1.41M | Sell |
37,957
-3,809
| -9% | -$141K | ﹤0.01% | 2898 |
|
|
2024
Q1 | $1.51M | Sell |
41,766
-6,218
| -13% | -$226K | ﹤0.01% | 2772 |
|
|
2023
Q4 | $1.85M | Buy |
47,984
+21,447
| +81% | +$828K | ﹤0.01% | 2460 |
|
|
2023
Q3 | $995K | Sell |
26,537
-96
| -0.4% | -$3.6K | ﹤0.01% | 2871 |
|
|
2023
Q2 | $1.1M | Buy |
26,633
+460
| +2% | +$19K | ﹤0.01% | 2748 |
|
|
2023
Q1 | $1.17M | Buy |
+26,173
| New | +$1.17M | ﹤0.01% | 2620 |
|
|
2021
Q3 | – | Sell |
-9,090
| Closed | -$412K | – | 4399 |
|
|
2021
Q2 | $412K | Buy |
9,090
+1,200
| +15% | +$54.4K | ﹤0.01% | 3310 |
|
|
2021
Q1 | $386K | Buy |
7,890
+500
| +7% | +$24.5K | ﹤0.01% | 3249 |
|
|
2020
Q4 | $344K | Buy |
+7,390
| New | +$344K | ﹤0.01% | 3087 |
|