Parkside Financial Bank & Trust’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.5K | Sell |
140
-4
| -3% | -$1.5K | 0.01% | 880 |
|
|
2025
Q1 | $47.1K | Buy |
144
+36
| +33% | +$11.8K | 0.01% | 854 |
|
|
2024
Q4 | $35.3K | Buy |
108
+8
| +8% | +$2.61K | ﹤0.01% | 916 |
|
|
2024
Q3 | $23.3K | Sell |
100
-11
| -10% | -$2.56K | ﹤0.01% | 1018 |
|
|
2024
Q2 | $31K | Buy |
111
+5
| +5% | +$1.4K | ﹤0.01% | 911 |
|
|
2024
Q1 | $28K | Buy |
106
+23
| +28% | +$6.08K | ﹤0.01% | 931 |
|
|
2023
Q4 | $18.9K | Sell |
83
-2
| -2% | -$455 | ﹤0.01% | 995 |
|
|
2023
Q3 | $20.2K | Buy |
85
+5
| +6% | +$1.19K | ﹤0.01% | 897 |
|
|
2023
Q2 | $17.4K | Buy |
80
+1
| +1% | +$217 | ﹤0.01% | 942 |
|
|
2023
Q1 | $16K | Buy |
79
+63
| +394% | +$12.8K | ﹤0.01% | 951 |
|
|
2022
Q4 | $3.46K | Buy |
16
+2
| +14% | +$432 | ﹤0.01% | 1479 |
|
|
2022
Q3 | $3K | Hold |
14
| – | – | ﹤0.01% | 1424 |
|
|
2022
Q2 | $3K | Buy |
14
+11
| +367% | +$2.36K | ﹤0.01% | 1451 |
|
|
2022
Q1 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 1732 |
|
|
2020
Q3 | – | Sell |
-111
| Closed | -$9K | – | 1593 |
|
|
2020
Q2 | $9K | Buy |
+111
| New | +$9K | ﹤0.01% | 828 |
|