OppenheimerFunds’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | $35M | Buy |
502,791
+46,481
| +10% | +$3.24M | 0.04% | 404 |
|
2018
Q4 | $27.9M | Sell |
456,310
-2,064
| -0.5% | -$126K | 0.04% | 426 |
|
2018
Q3 | $29.6M | Sell |
458,374
-168,640
| -27% | -$10.9M | 0.03% | 487 |
|
2018
Q2 | $41.1M | Buy |
627,014
+69,770
| +13% | +$4.57M | 0.05% | 377 |
|
2018
Q1 | $34M | Buy |
557,244
+47,148
| +9% | +$2.88M | 0.04% | 417 |
|
2017
Q4 | $29.1M | Buy |
510,096
+266,106
| +109% | +$15.2M | 0.04% | 463 |
|
2017
Q3 | $12.6M | Buy |
+243,990
| New | +$12.6M | 0.02% | 705 |
|
2014
Q2 | – | Sell |
-124,250
| Closed | -$6.53M | – | 931 |
|
2014
Q1 | $6.53M | Buy |
+124,250
| New | +$6.53M | 0.01% | 814 |
|