Summit Global Investments’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,189
| Closed | -$726K | – | 559 |
|
|
2023
Q4 | $726K | Sell |
3,189
-1,547
| -33% | -$352K | 0.05% | 278 |
|
|
2023
Q3 | $1.13M | Sell |
4,736
-19,545
| -80% | -$4.65M | 0.08% | 201 |
|
|
2023
Q2 | $5.28M | Sell |
24,281
-5,451
| -18% | -$1.19M | 0.35% | 74 |
|
|
2023
Q1 | $6.02M | Buy |
29,732
+10,421
| +54% | +$2.11M | 0.47% | 53 |
|
|
2022
Q4 | $4.17M | Buy |
+19,311
| New | +$4.17M | 0.35% | 84 |
|