SPO Advisory’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
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|
2018
Q2 | $147M | Sell |
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|
2018
Q1 | $393M | Sell |
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|
2017
Q4 | $398M | Hold |
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|
2017
Q3 | $359M | Sell |
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|
2017
Q2 | $348M | Sell |
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|
2017
Q1 | $344M | Hold |
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|
2016
Q4 | $304M | Hold |
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|
2016
Q3 | $258M | Hold |
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|
2016
Q2 | $195M | Buy |
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|
2016
Q1 | $214M | Buy |
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|
2015
Q4 | $366M | Sell |
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|
2015
Q3 | $346M | Sell |
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|
2015
Q2 | $408M | Buy |
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|
2015
Q1 | $257M | Buy |
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|
2014
Q4 | $246M | Buy |
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