Symmetry Partners’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,324
| Closed | -$370K | – | 328 |
|
|
2024
Q2 | $370K | Hold |
1,324
| – | – | 0.02% | 353 |
|
|
2024
Q1 | $350K | Hold |
1,324
| – | – | 0.03% | 381 |
|
|
2023
Q4 | $302K | Hold |
1,324
| – | – | 0.02% | 395 |
|
|
2023
Q3 | $315K | Hold |
1,324
| – | – | 0.02% | 420 |
|
|
2023
Q2 | $288K | Hold |
1,324
| – | – | 0.02% | 472 |
|
|
2023
Q1 | $268K | Hold |
1,324
| – | – | 0.01% | 471 |
|
|
2022
Q4 | $286K | Hold |
1,324
| – | – | 0.02% | 471 |
|
|
2022
Q3 | $289K | Hold |
1,324
| – | – | 0.02% | 456 |
|
|
2022
Q2 | $244K | Hold |
1,324
| – | – | 0.02% | 499 |
|
|
2022
Q1 | $242K | Hold |
1,324
| – | – | 0.02% | 540 |
|
|
2021
Q4 | $212K | Hold |
1,324
| – | – | 0.01% | 588 |
|
|
2021
Q3 | $215K | Buy |
+1,324
| New | +$215K | 0.01% | 621 |
|