Steward Financial Group’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $46K | Buy |
196
+32
| +20% | +$7.51K | 0.01% | 155 |
|
|
2023
Q2 | $35K | Sell |
164
-39
| -19% | -$8.32K | 0.01% | 181 |
|
|
2023
Q1 | $41K | Buy |
203
+29
| +17% | +$5.86K | 0.01% | 98 |
|
|
2022
Q4 | $37K | Buy |
+174
| New | +$37K | 0.02% | 88 |
|
|
2022
Q3 | – | Sell |
-175
| Closed | -$32K | – | 778 |
|
|
2022
Q2 | $32K | Hold |
175
| – | – | 0.03% | 132 |
|
|
2022
Q1 | $31K | Buy |
+175
| New | +$31K | 0.03% | 123 |
|