Pittenger & Anderson Inc’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,530
| Closed | -$589K | – | 453 |
|
|
2024
Q3 | $589K | Sell |
2,530
-1,142
| -31% | -$266K | 0.02% | 177 |
|
|
2024
Q2 | $1.03M | Buy |
3,672
+205
| +6% | +$57.3K | 0.04% | 156 |
|
|
2024
Q1 | $916K | Buy |
3,467
+35
| +1% | +$9.25K | 0.04% | 159 |
|
|
2023
Q4 | $781K | Hold |
3,432
| – | – | 0.04% | 162 |
|
|
2023
Q3 | $816K | Buy |
3,432
+397
| +13% | +$94.3K | 0.04% | 150 |
|
|
2023
Q2 | $660K | Sell |
3,035
-705
| -19% | -$153K | 0.03% | 156 |
|
|
2023
Q1 | $757K | Sell |
3,740
-160
| -4% | -$32.4K | 0.04% | 151 |
|
|
2022
Q4 | $843K | Buy |
3,900
+1,510
| +63% | +$326K | 0.05% | 142 |
|
|
2022
Q3 | $522K | Sell |
2,390
-1,155
| -33% | -$252K | 0.03% | 154 |
|
|
2022
Q2 | $654K | Sell |
3,545
-43
| -1% | -$7.93K | 0.04% | 150 |
|
|
2022
Q1 | $655K | Buy |
3,588
+238
| +7% | +$43.4K | 0.03% | 154 |
|
|
2021
Q4 | $536K | Buy |
3,350
+90
| +3% | +$14.4K | 0.02% | 165 |
|
|
2021
Q3 | $511K | Sell |
3,260
-335
| -9% | -$52.5K | 0.03% | 164 |
|
|
2021
Q2 | $485K | Buy |
3,595
+750
| +26% | +$101K | 0.02% | 164 |
|
|
2021
Q1 | $404K | Buy |
2,845
+845
| +42% | +$120K | 0.02% | 169 |
|
|
2020
Q4 | $208K | Hold |
2,000
| – | – | 0.01% | 191 |
|
|
2020
Q3 | $153K | Hold |
2,000
| – | – | 0.01% | 204 |
|
|
2020
Q2 | $157K | Buy |
2,000
+1,000
| +100% | +$78.5K | 0.01% | 201 |
|
|
2020
Q1 | $54K | Buy |
+1,000
| New | +$54K | ﹤0.01% | 235 |
|