Oversea-Chinese Banking Corp (OCBC)’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,153
| Closed | -$268K | – | 387 |
|
|
2024
Q3 | $268K | Sell |
1,153
-2,306
| -67% | -$536K | 0.01% | 336 |
|
|
2024
Q2 | $966K | Buy |
3,459
+56
| +2% | +$15.6K | 0.03% | 210 |
|
|
2024
Q1 | $899K | Hold |
3,403
| – | – | 0.03% | 205 |
|
|
2023
Q4 | $775K | Buy |
3,403
+655
| +24% | +$149K | 0.03% | 201 |
|
|
2023
Q3 | $653K | Buy |
+2,748
| New | +$653K | 0.03% | 221 |
|