Sovarnum Capital’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-15,000
| Closed | -$2.35M | – | 33 |
|
|
2021
Q3 | $2.35M | Buy |
+15,000
| New | +$2.35M | 2.22% | 13 |
|
|
2019
Q2 | – | Sell |
-107,400
| Closed | -$7.48M | – | 53 |
|
|
2019
Q1 | $7.48M | Buy |
107,400
+37,400
| +53% | +$2.6M | 10.02% | 3 |
|
|
2018
Q4 | $4.28M | Buy |
70,000
+20,000
| +40% | +$1.22M | 8.35% | 3 |
|
|
2018
Q3 | $3.23M | Buy |
50,000
+30,000
| +150% | +$1.94M | 4.57% | 7 |
|
|
2018
Q2 | $1.31M | Sell |
20,000
-105,000
| -84% | -$6.88M | 1.61% | 20 |
|
|
2018
Q1 | $7.63M | Buy |
125,000
+28,000
| +29% | +$1.71M | 7.13% | 4 |
|
|
2017
Q4 | $5.54M | Buy |
+97,000
| New | +$5.54M | 3.74% | 4 |
|