PEAK6 Group’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $425K | Sell |
6,483
-2,360
| -27% | -$155K | ﹤0.01% | 608 |
|
|
2018
Q1 | $540K | Sell |
8,843
-1,524
| -15% | -$93.1K | ﹤0.01% | 618 |
|
|
2017
Q4 | $592K | Sell |
10,367
-402
| -4% | -$23K | ﹤0.01% | 518 |
|
|
2017
Q3 | $555K | Buy |
+10,769
| New | +$555K | ﹤0.01% | 525 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 1575 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 1545 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 1395 |
|
|
2016
Q2 | – | Sell |
-29,594
| Closed | -$734K | – | 1358 |
|
|
2016
Q1 | $734K | Buy |
+29,594
| New | +$734K | 0.01% | 319 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 1583 |
|
|
2015
Q3 | – | Sell |
-451
| Closed | -$21K | – | 1656 |
|
|
2015
Q2 | $21K | Buy |
+451
| New | +$21K | ﹤0.01% | 1191 |
|
|
2014
Q3 | – | Sell |
-3,879
| Closed | -$193K | – | 1683 |
|
|
2014
Q2 | $193K | Buy |
3,879
+2,575
| +197% | +$128K | ﹤0.01% | 919 |
|
|
2014
Q1 | $69K | Buy |
+1,304
| New | +$69K | ﹤0.01% | 1236 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 1739 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 1728 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 1569 |
|