LPL Financial’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $834K | Buy |
30,050
+3,308
| +12% | +$91.8K | ﹤0.01% | 3874 |
|
|
2025
Q1 | $693K | Sell |
26,742
-7,890
| -23% | -$204K | ﹤0.01% | 3816 |
|
|
2024
Q4 | $923K | Sell |
34,632
-894,130
| -96% | -$23.8M | ﹤0.01% | 3518 |
|
|
2024
Q3 | $30.8M | Sell |
928,762
-60,463
| -6% | -$2M | 0.01% | 826 |
|
|
2024
Q2 | $18.5M | Buy |
989,225
+12,566
| +1% | +$235K | 0.01% | 1001 |
|
|
2024
Q1 | $20.8M | Buy |
976,659
+59,161
| +6% | +$1.26M | 0.01% | 927 |
|
|
2023
Q4 | $18.9M | Buy |
917,498
+906,833
| +8,503% | +$18.7M | 0.01% | 906 |
|
|
2023
Q3 | $203K | Buy |
+10,665
| New | +$203K | ﹤0.01% | 4176 |
|
|
2023
Q2 | – | Sell |
-8,537
| Closed | -$223K | – | 4639 |
|
|
2023
Q1 | $223K | Buy |
+8,537
| New | +$223K | ﹤0.01% | 3933 |
|
|
2022
Q1 | – | Sell |
-20,820
| Closed | -$653K | – | 4379 |
|
|
2021
Q4 | $653K | Sell |
20,820
-3,611
| -15% | -$113K | ﹤0.01% | 3041 |
|
|
2021
Q3 | $1M | Buy |
+24,431
| New | +$1M | ﹤0.01% | 2597 |
|