Ontario Teachers' Pension Plan Board’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,265
| Closed | -$334K | – | 502 |
|
|
2024
Q1 | $334K | Sell |
1,265
-1,417
| -53% | -$374K | ﹤0.01% | 452 |
|
|
2023
Q4 | $610K | Buy |
2,682
+856
| +47% | +$195K | 0.01% | 420 |
|
|
2023
Q3 | $434K | Buy |
+1,826
| New | +$434K | ﹤0.01% | 462 |
|
|
2019
Q3 | – | Sell |
-44,956
| Closed | -$3.67M | – | 554 |
|
|
2019
Q2 | $3.67M | Buy |
44,956
+17,818
| +66% | +$1.45M | 0.07% | 250 |
|
|
2019
Q1 | $1.89M | Buy |
27,138
+2,330
| +9% | +$162K | 0.04% | 283 |
|
|
2018
Q4 | $1.52M | Buy |
+24,808
| New | +$1.52M | 0.04% | 306 |
|