Sawgrass Asset Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,530
| Closed | -$418K | – | 159 |
|
|
2019
Q4 | $418K | Sell |
4,530
-165
| -4% | -$15.2K | 0.03% | 111 |
|
|
2019
Q3 | $385K | Sell |
4,695
-16,500
| -78% | -$1.35M | 0.03% | 117 |
|
|
2019
Q2 | $1.73M | Sell |
21,195
-14,065
| -40% | -$1.15M | 0.08% | 85 |
|
|
2019
Q1 | $2.46M | Buy |
35,260
+11,305
| +47% | +$787K | 0.11% | 64 |
|
|
2018
Q4 | $1.46M | Sell |
23,955
-11,305
| -32% | -$690K | 0.07% | 98 |
|
|
2018
Q3 | $2.28M | Sell |
35,260
-10,410
| -23% | -$672K | 0.1% | 78 |
|
|
2018
Q2 | $2.99M | Sell |
45,670
-9,070
| -17% | -$594K | 0.13% | 67 |
|
|
2018
Q1 | $3.34M | Buy |
54,740
+27,020
| +97% | +$1.65M | 0.16% | 57 |
|
|
2017
Q4 | $1.58M | Sell |
27,720
-2,570
| -8% | -$147K | 0.07% | 101 |
|
|
2017
Q3 | $1.56M | Buy |
30,290
+22,525
| +290% | +$1.16M | 0.08% | 85 |
|
|
2017
Q2 | $330K | Buy |
+7,765
| New | +$330K | 0.02% | 166 |
|