Public Sector Pension Investment Board (PSP Investments)’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,765
| Closed | -$2.27M | – | 1248 |
|
|
2024
Q3 | $2.27M | Hold |
9,765
| – | – | 0.01% | 820 |
|
|
2024
Q2 | $2.73M | Sell |
9,765
-441
| -4% | -$123K | 0.02% | 709 |
|
|
2024
Q1 | $2.7M | Buy |
10,206
+100
| +1% | +$26.4K | 0.02% | 650 |
|
|
2023
Q4 | $2.3M | Buy |
10,106
+452
| +5% | +$103K | 0.02% | 702 |
|
|
2023
Q3 | $2.29M | Sell |
9,654
-100
| -1% | -$23.8K | 0.02% | 686 |
|
|
2023
Q2 | $2.12M | Hold |
9,754
| – | – | 0.01% | 881 |
|
|
2023
Q1 | $1.97M | Buy |
9,754
+1,175
| +14% | +$238K | 0.01% | 912 |
|
|
2022
Q4 | $1.85M | Sell |
8,579
-10,548
| -55% | -$2.28M | 0.01% | 950 |
|
|
2022
Q3 | $4.18M | Buy |
+19,127
| New | +$4.18M | 0.04% | 431 |
|
|
2020
Q1 | – | Sell |
-8,200
| Closed | -$756K | – | 1401 |
|
|
2019
Q4 | $756K | Buy |
+8,200
| New | +$756K | ﹤0.01% | 1416 |
|