Private Capital Group’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $242K | Sell |
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|
2022
Q1 | $256K | Sell |
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|
2021
Q4 | $243K | Sell |
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|
2021
Q3 | $239K | Buy |
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|
2021
Q2 | $192K | Sell |
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|
2021
Q1 | $212K | Buy |
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|
2020
Q4 | $148K | Sell |
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|
2020
Q3 | $114K | Sell |
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|
2020
Q2 | $124K | Buy |
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|
2020
Q1 | $56K | Buy |
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|
2019
Q4 | $76K | Buy |
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|
2019
Q3 | $21K | Sell |
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|
2019
Q2 | $143K | Buy |
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|
2019
Q1 | $7K | Sell |
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|
2018
Q4 | $68K | Sell |
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|
2018
Q3 | $140K | Hold |
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|
2018
Q2 | $142K | Hold |
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|
2018
Q1 | $133K | Buy |
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|
2017
Q4 | $124 | Buy |
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