Phoenix Financial’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-22,867
| Closed | -$6.04M | – | 391 |
|
|
2024
Q1 | $6.04M | Buy |
22,867
+4,677
| +26% | +$1.24M | 0.08% | 123 |
|
|
2023
Q4 | $4.66M | Sell |
18,190
-8,396
| -32% | -$2.15M | 0.08% | 119 |
|
|
2023
Q3 | $6.32M | Buy |
26,586
+4,695
| +21% | +$1.12M | 0.12% | 87 |
|
|
2023
Q2 | $4.76M | Buy |
21,891
+5,940
| +37% | +$1.29M | 0.1% | 92 |
|
|
2023
Q1 | $3.23M | Buy |
15,951
+2,910
| +22% | +$590K | 0.07% | 113 |
|
|
2022
Q4 | $2.82M | Buy |
13,041
+11,130
| +582% | +$2.4M | 0.05% | 113 |
|
|
2022
Q3 | $418K | Sell |
1,911
-1,791
| -48% | -$392K | 0.01% | 245 |
|
|
2022
Q2 | $682K | Sell |
3,702
-2,353
| -39% | -$433K | 0.01% | 249 |
|
|
2022
Q1 | $1.13M | Sell |
6,055
-670
| -10% | -$125K | 0.02% | 247 |
|
|
2021
Q4 | $1.09M | Sell |
6,725
-420
| -6% | -$67.8K | 0.02% | 236 |
|
|
2021
Q3 | $1.13M | Buy |
+7,145
| New | +$1.13M | 0.02% | 256 |
|