Private Capital Group’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $242K | Sell |
1,313
-86
| -6% | -$15.9K | 0.18% | 105 |
|
|
2022
Q1 | $256K | Sell |
1,399
-121
| -8% | -$22.1K | 0.06% | 190 |
|
|
2021
Q4 | $243K | Sell |
1,520
-7
| -0.5% | -$1.12K | 0.05% | 213 |
|
|
2021
Q3 | $239K | Buy |
1,527
+107
| +8% | +$16.7K | 0.05% | 205 |
|
|
2021
Q2 | $192K | Sell |
1,420
-70
| -5% | -$9.47K | 0.04% | 241 |
|
|
2021
Q1 | $212K | Buy |
1,490
+67
| +5% | +$9.53K | 0.05% | 210 |
|
|
2020
Q4 | $148K | Sell |
1,423
-64
| -4% | -$6.66K | 0.03% | 382 |
|
|
2020
Q3 | $114K | Sell |
1,487
-100
| -6% | -$7.67K | 0.02% | 412 |
|
|
2020
Q2 | $124K | Buy |
1,587
+557
| +54% | +$43.5K | 0.03% | 386 |
|
|
2020
Q1 | $56K | Buy |
1,030
+206
| +25% | +$11.2K | 0.01% | 596 |
|
|
2019
Q4 | $76K | Buy |
824
+573
| +228% | +$52.9K | 0.02% | 545 |
|
|
2019
Q3 | $21K | Sell |
251
-1,925
| -88% | -$161K | ﹤0.01% | 1169 |
|
|
2019
Q2 | $143K | Buy |
2,176
+2,082
| +2,215% | +$137K | 0.03% | 289 |
|
|
2019
Q1 | $7K | Sell |
94
-1,023
| -92% | -$76.2K | ﹤0.01% | 1573 |
|
|
2018
Q4 | $68K | Sell |
1,117
-1,059
| -49% | -$64.5K | 0.01% | 527 |
|
|
2018
Q3 | $140K | Hold |
2,176
| – | – | 0.03% | 331 |
|
|
2018
Q2 | $142K | Hold |
2,176
| – | – | 0.03% | 318 |
|
|
2018
Q1 | $133K | Buy |
2,176
+2,030
| +1,390% | +$124K | 0.03% | 327 |
|
|
2017
Q4 | $124 | Buy |
+146
| New | +$124 | 0.03% | 340 |
|