Prospera Financial Services’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-937
| Closed | -$224K | – | 1087 |
|
|
2023
Q3 | $224K | Sell |
937
-165
| -15% | -$39.5K | 0.01% | 908 |
|
|
2023
Q2 | $241K | Hold |
1,102
| – | – | 0.01% | 889 |
|
|
2023
Q1 | $224K | Buy |
1,102
+19
| +2% | +$3.86K | 0.01% | 876 |
|
|
2022
Q4 | $234K | Sell |
1,083
-15
| -1% | -$3.24K | 0.01% | 795 |
|
|
2022
Q3 | $240K | Sell |
1,098
-6,266
| -85% | -$1.37M | 0.01% | 724 |
|
|
2022
Q2 | $1.36M | Buy |
7,364
+6,148
| +506% | +$1.13M | 0.07% | 310 |
|
|
2022
Q1 | $222K | Buy |
+1,216
| New | +$222K | 0.01% | 852 |
|