Rockefeller Capital 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
Q4 | – | Sell |
-11,319
| Closed | -$2.63M | – | 1695 |
|
|
2024
Q3 | $2.63M | Buy |
+11,319
| New | +$2.63M | 0.01% | 900 |
|
|
2023
Q2 | – | Sell |
-1,893
| Closed | -$383K | – | 1937 |
|
|
2023
Q1 | $383K | Buy |
1,893
+1,526
| +416% | +$309K | ﹤0.01% | 1469 |
|
|
2022
Q4 | $79K | Sell |
367
-369
| -50% | -$79.4K | ﹤0.01% | 2160 |
|
|
2022
Q3 | $160K | Sell |
736
-61
| -8% | -$13.3K | ﹤0.01% | 1747 |
|
|
2022
Q2 | $146K | Buy |
797
+307
| +63% | +$56.2K | ﹤0.01% | 1756 |
|
|
2022
Q1 | $89K | Buy |
490
+169
| +53% | +$30.7K | ﹤0.01% | 2037 |
|
|
2021
Q4 | $51K | Sell |
321
-72
| -18% | -$11.4K | ﹤0.01% | 2208 |
|
|
2021
Q3 | $61K | Buy |
393
+316
| +410% | +$49K | ﹤0.01% | 2050 |
|
|
2021
Q2 | $10K | Sell |
77
-57
| -43% | -$7.4K | ﹤0.01% | 2777 |
|
|
2021
Q1 | $19K | Buy |
134
+116
| +644% | +$16.4K | ﹤0.01% | 2305 |
|
|
2020
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 2742 |
|