Navellier & Associates’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,874
| Closed | -$1.36M | – | 342 |
|
|
2024
Q2 | $1.36M | Sell |
4,874
-114
| -2% | -$31.8K | 0.16% | 129 |
|
|
2024
Q1 | $1.32M | Buy |
4,988
+171
| +4% | +$45.2K | 0.16% | 134 |
|
|
2023
Q4 | $1.1M | Buy |
4,817
+584
| +14% | +$133K | 0.16% | 139 |
|
|
2023
Q3 | $1.01M | Buy |
4,233
+211
| +5% | +$50.1K | 0.17% | 133 |
|
|
2023
Q2 | $875K | Buy |
4,022
+348
| +9% | +$75.7K | 0.17% | 131 |
|
|
2023
Q1 | $744K | Buy |
3,674
+134
| +4% | +$27.1K | 0.16% | 139 |
|
|
2022
Q4 | $765K | Sell |
3,540
-502
| -12% | -$109K | 0.16% | 127 |
|
|
2022
Q3 | $883K | Sell |
4,042
-40
| -1% | -$8.74K | 0.2% | 106 |
|
|
2022
Q2 | $753K | Buy |
4,082
+7
| +0.2% | +$1.29K | 0.16% | 138 |
|
|
2022
Q1 | $744K | Sell |
4,075
-721
| -15% | -$132K | 0.13% | 144 |
|
|
2021
Q4 | $768K | Sell |
4,796
-28
| -0.6% | -$4.48K | 0.11% | 158 |
|
|
2021
Q3 | $756K | Sell |
4,824
-90
| -2% | -$14.1K | 0.11% | 160 |
|
|
2021
Q2 | $663K | Sell |
4,914
-192
| -4% | -$25.9K | 0.1% | 173 |
|
|
2021
Q1 | $726K | Sell |
5,106
-76
| -1% | -$10.8K | 0.13% | 144 |
|
|
2020
Q4 | $540K | Buy |
5,182
+1,115
| +27% | +$116K | 0.1% | 159 |
|
|
2020
Q3 | $312K | Sell |
4,067
-1,525
| -27% | -$117K | 0.07% | 178 |
|
|
2020
Q2 | $438K | Sell |
5,592
-316
| -5% | -$24.8K | 0.1% | 147 |
|
|
2020
Q1 | $322K | Sell |
5,908
-195
| -3% | -$10.6K | 0.08% | 173 |
|
|
2019
Q4 | $563K | Sell |
6,103
-362
| -6% | -$33.4K | 0.09% | 176 |
|
|
2019
Q3 | $529K | Sell |
6,465
-247
| -4% | -$20.2K | 0.09% | 173 |
|
|
2019
Q2 | $547K | Sell |
6,712
-124
| -2% | -$10.1K | 0.08% | 176 |
|
|
2019
Q1 | $476K | Sell |
6,836
-167
| -2% | -$11.6K | 0.07% | 164 |
|
|
2018
Q4 | $428K | Sell |
7,003
-262
| -4% | -$16K | 0.07% | 156 |
|
|
2018
Q3 | $469K | Buy |
7,265
+2,668
| +58% | +$172K | 0.06% | 192 |
|
|
2018
Q2 | $301K | Sell |
4,597
-70
| -1% | -$4.58K | 0.04% | 243 |
|
|
2018
Q1 | $285K | Sell |
4,667
-127
| -3% | -$7.76K | 0.04% | 235 |
|
|
2017
Q4 | $274K | Buy |
+4,794
| New | +$274K | 0.05% | 236 |
|