Managed Account Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | $19.3M | Sell |
416,189
-23,632
| -5% | -$1.1M | 0.02% | 745 |
|
|
2015
Q1 | $19.3M | Buy |
439,821
+18,504
| +4% | +$812K | 0.02% | 732 |
|
|
2014
Q4 | $18.8M | Sell |
421,317
-46,321
| -10% | -$2.06M | 0.02% | 736 |
|
|
2014
Q3 | $21.5M | Sell |
467,638
-40,623
| -8% | -$1.87M | 0.02% | 653 |
|
|
2014
Q2 | $25.3M | Buy |
508,261
+92,151
| +22% | +$4.58M | 0.03% | 583 |
|
|
2014
Q1 | $21.9M | Sell |
416,110
-27,989
| -6% | -$1.47M | 0.03% | 631 |
|
|
2013
Q4 | $20.9M | Buy |
444,099
+167,995
| +61% | +$7.9M | 0.03% | 636 |
|
|
2013
Q3 | $10.6M | Buy |
276,104
+75,794
| +38% | +$2.9M | 0.02% | 884 |
|
|
2013
Q2 | $7.56M | Buy |
+200,310
| New | +$7.56M | 0.01% | 1011 |
|