PFS Investments’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
Q2 | $12.7M | Buy |
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|
2023
Q1 | $9.99M | Sell |
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|
2022
Q4 | $11.8M | Buy |
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|
2022
Q3 | $11K | Buy |
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|
2022
Q2 | $8.52M | Buy |
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|
2022
Q1 | $7.39M | Buy |
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|
2021
Q4 | $5.62M | Buy |
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|
2021
Q3 | $4.89M | Buy |
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|
2021
Q2 | $3.13M | Buy |
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|
2021
Q1 | $1.77M | Buy |
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|
2020
Q4 | $1.19M | Buy |
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|
2020
Q3 | $593K | Buy |
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|
2020
Q2 | $452K | Buy |
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