Polar Capital Holdings’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-48,433
| Closed | -$10.5M | – | 312 |
|
|
2022
Q4 | $10.5M | Sell |
48,433
-35,240
| -42% | -$7.62M | 0.08% | 191 |
|
|
2022
Q3 | $18.3K | Sell |
83,673
-36,589
| -30% | -$7.99K | 0.12% | 151 |
|
|
2022
Q2 | $22.2K | Sell |
120,262
-9,596
| -7% | -$1.77K | 0.13% | 137 |
|
|
2022
Q1 | $23.7K | Hold |
129,858
| – | – | 0.11% | 154 |
|
|
2021
Q4 | $20.8K | Buy |
+129,858
| New | +$20.8K | 0.08% | 165 |
|