Pathstone Family Office’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $8.54M | Buy |
|
|||||
|
2023
Q2 | $7.59M | Buy |
|
|||||
|
2023
Q1 | $6.96M | Sell |
|
|||||
|
2022
Q4 | $5.22M | Sell |
|
|||||
|
2022
Q3 | $15.2M | Buy |
|
|||||
|
2022
Q2 | $6.57M | Sell |
|
|||||
|
2022
Q1 | $6.64M | Sell |
|
|||||
|
2021
Q4 | $5.96M | Buy |
|
|||||
|
2021
Q3 | $5.73M | Buy |
|
|||||
|
2021
Q2 | $4.66M | Buy |
|
|||||
|
2021
Q1 | $4.22M | Buy |
|
|||||
|
2020
Q4 | $2.85M | Buy |
|
|||||
|
2020
Q3 | $2.08M | Buy |
|
|||||
|
2020
Q2 | $2.13M | Buy |
|
|||||
|
2020
Q1 | $1.47M | Buy |
|
|||||
|
2019
Q4 | $15.7M | Buy |
|
|||||
|
2019
Q3 | $1.39M | Hold |
|
|||||
|
2019
Q2 | $1.38M | Hold |
|
|||||
|
2019
Q1 | $1.18M | Buy |
|