Sandy Spring Bank’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $57.3K | Sell |
175
-5
| -3% | -$1.64K | ﹤0.01% | 549 |
|
|
2024
Q4 | $58.8K | Hold |
180
| – | – | ﹤0.01% | 546 |
|
|
2024
Q3 | $41.9K | Sell |
180
-25
| -12% | -$5.82K | ﹤0.01% | 623 |
|
|
2024
Q2 | $57.3K | Hold |
205
| – | – | ﹤0.01% | 558 |
|
|
2024
Q1 | $54.2K | Hold |
205
| – | – | ﹤0.01% | 563 |
|
|
2023
Q4 | $46.7K | Hold |
205
| – | – | ﹤0.01% | 579 |
|
|
2023
Q3 | $48.7K | Hold |
205
| – | – | ﹤0.01% | 548 |
|
|
2023
Q2 | $44.6K | Hold |
205
| – | – | ﹤0.01% | 566 |
|
|
2023
Q1 | $41.5K | Buy |
205
+5
| +3% | +$1.01K | ﹤0.01% | 563 |
|
|
2022
Q4 | $43.2K | Sell |
200
-18
| -8% | -$3.89K | ﹤0.01% | 555 |
|
|
2022
Q3 | $48K | Sell |
218
-82
| -27% | -$18.1K | ﹤0.01% | 519 |
|
|
2022
Q2 | $55K | Sell |
300
-100
| -25% | -$18.3K | ﹤0.01% | 498 |
|
|
2022
Q1 | $73K | Hold |
400
| – | – | ﹤0.01% | 470 |
|
|
2021
Q4 | $64K | Sell |
400
-81
| -17% | -$13K | ﹤0.01% | 526 |
|
|
2021
Q3 | $75K | Hold |
481
| – | – | ﹤0.01% | 474 |
|
|
2021
Q2 | $65K | Buy |
+481
| New | +$65K | ﹤0.01% | 516 |
|
|
2020
Q3 | – | Sell |
-481
| Closed | -$38K | – | 966 |
|
|
2020
Q2 | $38K | Hold |
481
| – | – | ﹤0.01% | 495 |
|
|
2020
Q1 | $26K | Hold |
481
| – | – | ﹤0.01% | 532 |
|
|
2019
Q4 | $44K | Hold |
481
| – | – | ﹤0.01% | 490 |
|
|
2019
Q3 | $39K | Hold |
481
| – | – | ﹤0.01% | 506 |
|
|
2019
Q2 | $39K | Hold |
481
| – | – | ﹤0.01% | 498 |
|
|
2019
Q1 | $34K | Buy |
+481
| New | +$34K | ﹤0.01% | 498 |
|