Moneta Group Investment Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-36,847
| Closed | -$8.74M | – | 549 |
|
|
2022
Q4 | $8.74M | Sell |
36,847
-6,759
| -16% | -$1.6M | 0.24% | 71 |
|
|
2022
Q3 | $9.53M | Sell |
43,606
-11,213
| -20% | -$2.45M | 0.36% | 60 |
|
|
2022
Q2 | $10.1M | Buy |
54,819
+52,454
| +2,218% | +$9.68M | 0.35% | 64 |
|
|
2022
Q1 | $432K | Sell |
2,365
-34
| -1% | -$6.21K | 0.02% | 309 |
|
|
2021
Q4 | $384K | Sell |
2,399
-370
| -13% | -$59.2K | 0.02% | 337 |
|
|
2021
Q3 | $434K | Buy |
2,769
+850
| +44% | +$133K | 0.02% | 302 |
|
|
2021
Q2 | $259K | Buy |
+1,919
| New | +$259K | 0.01% | 389 |
|