Systematic Financial Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-56,100
| Closed | -$2.61M | – | 674 |
|
|
2015
Q2 | $2.61M | Sell |
56,100
-3,800
| -6% | -$177K | 0.02% | 382 |
|
|
2015
Q1 | $2.63M | Sell |
59,900
-7,500
| -11% | -$329K | 0.02% | 419 |
|
|
2014
Q4 | $3M | Sell |
67,400
-37,050
| -35% | -$1.65M | 0.02% | 378 |
|
|
2014
Q3 | $4.81M | Sell |
104,450
-27,000
| -21% | -$1.24M | 0.04% | 344 |
|
|
2014
Q2 | $6.54M | Buy |
131,450
+2,050
| +2% | +$102K | 0.04% | 324 |
|
|
2014
Q1 | $6.8M | Sell |
129,400
-2,200
| -2% | -$116K | 0.05% | 318 |
|
|
2013
Q4 | $6.19M | Buy |
131,600
+900
| +0.7% | +$42.3K | 0.05% | 311 |
|
|
2013
Q3 | $5.01M | Buy |
130,700
+3,100
| +2% | +$119K | 0.04% | 318 |
|
|
2013
Q2 | $4.82M | Buy |
+127,600
| New | +$4.82M | 0.04% | 312 |
|