Prescott Group Capital Management’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 |
-7,000
| Closed | -$1.51M | – | 188 |
|
|
2022
Q4 | $1.51M | Hold |
7,000
| – | – | 0.33% | 77 |
|
|
2022
Q3 | $1.53M | Hold |
7,000
| – | – | 0.47% | 60 |
|
|
2022
Q2 | $1.29M | Hold |
7,000
| – | – | 0.35% | 74 |
|
|
2022
Q1 | $1.28M | Hold |
7,000
| – | – | 0.33% | 77 |
|
|
2021
Q4 | $1.12M | Hold |
7,000
| – | – | 0.25% | 106 |
|
|
2021
Q3 | $1.1M | Hold |
7,000
| – | – | 0.3% | 102 |
|
|
2021
Q2 | $945K | Hold |
7,000
| – | – | 0.27% | 90 |
|
|
2021
Q1 | $995K | Buy |
7,000
+4,000
| +133% | +$569K | 0.29% | 83 |
|
|
2020
Q4 | $313K | Buy |
+3,000
| New | +$313K | 0.09% | 95 |
|