Synovus Financial’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-5,108
| Closed | -$401K | – | 1124 |
|
2020
Q2 | $401K | Sell |
5,108
-38
| -0.7% | -$2.98K | 0.01% | 512 |
|
2020
Q1 | $277K | Buy |
5,146
+622
| +14% | +$33.5K | ﹤0.01% | 692 |
|
2019
Q4 | $417K | Buy |
4,524
+236
| +6% | +$21.8K | 0.01% | 514 |
|
2019
Q3 | $351K | Buy |
4,288
+151
| +4% | +$12.4K | 0.01% | 541 |
|
2019
Q2 | $340K | Buy |
+4,137
| New | +$340K | 0.01% | 524 |
|
2018
Q4 | – | Sell |
-1,000
| Closed | -$65K | – | 1419 |
|
2018
Q3 | $65K | Buy |
+1,000
| New | +$65K | ﹤0.01% | 776 |
|