Piedmont Investment Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-7,143
| Closed | -$389K | – | 399 |
|
|
2020
Q1 | $389K | Buy |
7,143
+1,117
| +19% | +$60.8K | 0.02% | 504 |
|
|
2019
Q4 | $556K | Sell |
6,026
-45
| -0.7% | -$4.15K | 0.02% | 480 |
|
|
2019
Q3 | $497K | Sell |
6,071
-66
| -1% | -$5.4K | 0.02% | 521 |
|
|
2019
Q2 | $501K | Sell |
6,137
-26
| -0.4% | -$2.12K | 0.02% | 547 |
|
|
2019
Q1 | $429K | Sell |
6,163
-82
| -1% | -$5.71K | 0.02% | 601 |
|
|
2018
Q4 | $381K | Sell |
6,245
-7,010
| -53% | -$428K | 0.02% | 589 |
|
|
2018
Q3 | $855K | Buy |
13,255
+8,657
| +188% | +$558K | 0.04% | 335 |
|
|
2018
Q2 | $301K | Buy |
+4,598
| New | +$301K | 0.01% | 641 |
|