Symphony Financial’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,753
| Closed | -$2.48M | – | 238 |
|
|
2024
Q3 | $2.48M | Hold |
10,753
| – | – | 0.41% | 60 |
|
|
2024
Q2 | $2.97M | Buy |
10,753
+1
| +0% | +$276 | 0.54% | 45 |
|
|
2024
Q1 | $2.84M | Hold |
10,752
| – | – | 0.66% | 41 |
|
|
2023
Q4 | $2.51M | Sell |
10,752
-800
| -7% | -$186K | 0.54% | 49 |
|
|
2023
Q3 | $2.75M | Buy |
11,552
+801
| +7% | +$191K | 0.67% | 31 |
|
|
2023
Q2 | $2.34M | Hold |
10,751
| – | – | 0.58% | 43 |
|
|
2023
Q1 | $2.14M | Hold |
10,751
| – | – | 0.55% | 40 |
|
|
2022
Q4 | $2.29M | Buy |
10,751
+124
| +1% | +$26.5K | 0.61% | 39 |
|
|
2022
Q3 | $2.3M | Hold |
10,627
| – | – | 0.75% | 34 |
|
|
2022
Q2 | $1.98M | Hold |
10,627
| – | – | 0.59% | 37 |
|
|
2022
Q1 | $2M | Buy |
+10,627
| New | +$2M | 0.47% | 44 |
|
|
2021
Q2 | – | Sell |
-10,610
| Closed | -$1.52M | – | 179 |
|
|
2021
Q1 | $1.52M | Buy |
+10,610
| New | +$1.52M | 0.4% | 42 |
|