PFS Investments’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $12.7M | Buy |
58,632
+6,273
| +12% | +$1.36M | 0.21% | 112 |
|
|
2023
Q1 | $9.99M | Sell |
52,359
-2,253
| -4% | -$430K | 0.17% | 127 |
|
|
2022
Q4 | $11.8M | Buy |
54,612
+4,488
| +9% | +$970K | 0.22% | 105 |
|
|
2022
Q3 | $11K | Buy |
50,124
+3,932
| +9% | +$859 | 0.2% | 100 |
|
|
2022
Q2 | $8.52M | Buy |
46,192
+5,762
| +14% | +$1.06M | 0.17% | 127 |
|
|
2022
Q1 | $7.39M | Buy |
40,430
+5,316
| +15% | +$971K | 0.14% | 143 |
|
|
2021
Q4 | $5.62M | Buy |
35,114
+5,827
| +20% | +$933K | 0.11% | 176 |
|
|
2021
Q3 | $4.89M | Buy |
29,287
+6,545
| +29% | +$1.09M | 0.1% | 179 |
|
|
2021
Q2 | $3.14M | Buy |
22,742
+10,283
| +83% | +$1.42M | 0.07% | 210 |
|
|
2021
Q1 | $1.77M | Buy |
12,459
+2,278
| +22% | +$324K | 0.05% | 241 |
|
|
2020
Q4 | $1.19M | Buy |
10,181
+2,449
| +32% | +$286K | 0.03% | 248 |
|
|
2020
Q3 | $593K | Buy |
7,732
+1,971
| +34% | +$151K | 0.02% | 258 |
|
|
2020
Q2 | $452K | Buy |
+5,761
| New | +$452K | 0.02% | 239 |
|