Putnam Investments’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 | $3.92M | Buy |
+17,228
| New | +$3.92M | 0.01% | 498 |
|
|
2022
Q2 | – | Sell |
-20,268
| Closed | -$3.7M | – | 1172 |
|
|
2022
Q1 | $3.7M | Sell |
20,268
-33,695
| -62% | -$6.16M | 0.01% | 689 |
|
|
2021
Q4 | $8.64M | Buy |
+53,963
| New | +$8.64M | 0.01% | 406 |
|
|
2021
Q1 | – | Sell |
-40,095
| Closed | -$4.18M | – | 811 |
|
|
2020
Q4 | $4.18M | Sell |
40,095
-896
| -2% | -$93.4K | 0.01% | 522 |
|
|
2020
Q3 | $3.14M | Sell |
40,991
-295
| -0.7% | -$22.6K | 0.01% | 549 |
|
|
2020
Q2 | $3.24M | Sell |
41,286
-20,586
| -33% | -$1.61M | 0.01% | 547 |
|
|
2020
Q1 | $3.37M | Buy |
+61,872
| New | +$3.37M | 0.01% | 514 |
|
|
2019
Q4 | – | Sell |
-73,776
| Closed | -$6.04M | – | 924 |
|
|
2019
Q3 | $6.04M | Buy |
+73,776
| New | +$6.04M | 0.01% | 469 |
|