SSI Investment Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,889
| Closed | -$408K | – | 277 |
|
|
2022
Q4 | $408K | Hold |
1,889
| – | – | 0.03% | 242 |
|
|
2022
Q3 | $413K | Buy |
1,889
+5
| +0.3% | +$1.09K | 0.03% | 232 |
|
|
2022
Q2 | $348K | Hold |
1,884
| – | – | 0.02% | 244 |
|
|
2022
Q1 | $345K | Sell |
1,884
-20
| -1% | -$3.66K | 0.02% | 255 |
|
|
2021
Q4 | $305K | Sell |
1,904
-5
| -0.3% | -$801 | 0.02% | 268 |
|
|
2021
Q3 | $299K | Hold |
1,909
| – | – | 0.02% | 263 |
|
|
2021
Q2 | $256K | Sell |
1,909
-7
| -0.4% | -$939 | 0.02% | 280 |
|
|
2021
Q1 | $272K | Buy |
+1,916
| New | +$272K | 0.02% | 266 |
|