Patriot Financial Group Insurance Agency’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-6
| Closed | -$1K | – | 2201 |
|
|
2021
Q2 | $1K | Sell |
6
-1
| -14% | -$167 | ﹤0.01% | 1990 |
|
|
2021
Q1 | $1K | Sell |
7
-1
| -13% | -$143 | ﹤0.01% | 1894 |
|
|
2020
Q4 | $1K | Sell |
8
-392
| -98% | -$49K | ﹤0.01% | 1770 |
|
|
2020
Q3 | $31K | Hold |
400
| – | – | 0.01% | 662 |
|
|
2020
Q2 | $31K | Sell |
400
-31
| -7% | -$2.4K | 0.01% | 627 |
|
|
2020
Q1 | $23K | Buy |
431
+423
| +5,288% | +$22.6K | 0.01% | 623 |
|
|
2019
Q4 | $1K | Sell |
8
-4
| -33% | -$500 | ﹤0.01% | 1214 |
|
|
2019
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 1198 |
|
|
2019
Q2 | $1K | Sell |
12
-12
| -50% | -$1K | ﹤0.01% | 1269 |
|
|
2019
Q1 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 1016 |
|