Redwood Investment Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,714
| Closed | -$1.51M | – | 362 |
|
|
2024
Q1 | $1.51M | Sell |
5,714
-469
| -8% | -$124K | 0.14% | 203 |
|
|
2023
Q4 | $1.41M | Sell |
6,183
-482
| -7% | -$110K | 0.13% | 202 |
|
|
2023
Q3 | $1.58M | Sell |
6,665
-915
| -12% | -$217K | 0.14% | 207 |
|
|
2023
Q2 | $1.65M | Buy |
+7,580
| New | +$1.65M | 0.17% | 181 |
|
|
2021
Q1 | – | Sell |
-9,396
| Closed | -$979K | – | 290 |
|
|
2020
Q4 | $979K | Sell |
9,396
-78
| -0.8% | -$8.13K | 0.16% | 112 |
|
|
2020
Q3 | $726K | Buy |
+9,474
| New | +$726K | 0.18% | 157 |
|
|
2020
Q2 | – | Sell |
-9,168
| Closed | -$499K | – | 251 |
|
|
2020
Q1 | $499K | Sell |
9,168
-2,052
| -18% | -$112K | 0.32% | 131 |
|
|
2019
Q4 | $1.04M | Buy |
11,220
+350
| +3% | +$32.3K | 0.26% | 118 |
|
|
2019
Q3 | $890K | Buy |
10,870
+2,926
| +37% | +$240K | 0.24% | 131 |
|
|
2019
Q2 | $656K | Buy |
+7,944
| New | +$656K | 0.18% | 136 |
|