SEI Trust Company’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $144K | Sell |
3,133
-2,333
| -43% | -$107K | ﹤0.01% | 1389 |
|
|
2014
Q2 | $272K | Sell |
5,466
-2,504
| -31% | -$125K | ﹤0.01% | 1242 |
|
|
2014
Q1 | $419K | Buy |
7,970
+5,560
| +231% | +$292K | ﹤0.01% | 1179 |
|
|
2013
Q4 | $113K | Sell |
2,410
-290
| -11% | -$13.6K | ﹤0.01% | 1491 |
|
|
2013
Q3 | $103K | Buy |
+2,700
| New | +$103K | ﹤0.01% | 1402 |
|