NorthCoast Asset Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $362K | Sell |
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|
2021
Q1 | $400K | Sell |
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|
2020
Q4 | $374K | Sell |
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|
2020
Q3 | $444K | Hold |
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|
2020
Q2 | $454K | Hold |
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|
2020
Q1 | $316K | Sell |
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|
2019
Q4 | $1.33M | Sell |
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|
2019
Q3 | $1.23M | Buy |
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|
2019
Q2 | $1.18M | Sell |
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|
2019
Q1 | $1.21M | Buy |
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|
2018
Q4 | $545K | Hold |
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|
2018
Q3 | $576K | Hold |
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|
2018
Q2 | $585K | Sell |
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|
2018
Q1 | $589K | Buy |
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