Mackay Shields LLC’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-70,393
| Closed | -$10M | – | 1043 |
|
|
2021
Q1 | $10M | Sell |
70,393
-89,130
| -56% | -$12.7M | 0.07% | 284 |
|
|
2020
Q4 | $16.6M | Sell |
159,523
-44,221
| -22% | -$4.61M | 0.11% | 193 |
|
|
2020
Q3 | $15.6M | Buy |
203,744
+13,002
| +7% | +$997K | 0.11% | 205 |
|
|
2020
Q2 | $15M | Sell |
190,742
-22,823
| -11% | -$1.79M | 0.12% | 190 |
|
|
2020
Q1 | $11.6M | Buy |
213,565
+24,651
| +13% | +$1.34M | 0.11% | 217 |
|
|
2019
Q4 | $17.4M | Sell |
188,914
-28,759
| -13% | -$2.65M | 0.12% | 206 |
|
|
2019
Q3 | $17.8M | Buy |
217,673
+49,805
| +30% | +$4.08M | 0.11% | 219 |
|
|
2019
Q2 | $13.7M | Sell |
167,868
-4,035
| -2% | -$329K | 0.09% | 261 |
|
|
2019
Q1 | $12M | Sell |
171,903
-55,062
| -24% | -$3.84M | 0.09% | 284 |
|
|
2018
Q4 | $13.9M | Sell |
226,965
-106,690
| -32% | -$6.52M | 0.11% | 231 |
|
|
2018
Q3 | $21.5M | Buy |
333,655
+9,739
| +3% | +$628K | 0.16% | 179 |
|
|
2018
Q2 | $21.2M | Sell |
323,916
-19,080
| -6% | -$1.25M | 0.15% | 179 |
|
|
2018
Q1 | $20.9M | Buy |
+342,996
| New | +$20.9M | 0.13% | 195 |
|