Teachers Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | $20.3M | Buy |
291,631
+26,795
| +10% | +$1.87M | 0.02% | 647 |
|
2018
Q4 | $16.2M | Buy |
264,836
+6,685
| +3% | +$408K | 0.02% | 693 |
|
2018
Q3 | $16.7M | Buy |
258,151
+3,785
| +1% | +$244K | 0.02% | 818 |
|
2018
Q2 | $16.7M | Buy |
254,366
+18,926
| +8% | +$1.24M | 0.02% | 841 |
|
2018
Q1 | $14.4M | Buy |
235,440
+20,613
| +10% | +$1.26M | 0.02% | 880 |
|
2017
Q4 | $12.3M | Buy |
214,827
+1,982
| +0.9% | +$113K | 0.02% | 959 |
|
2017
Q3 | $11M | Buy |
212,845
+1,871
| +0.9% | +$96.5K | 0.01% | 993 |
|
2017
Q2 | $8.96M | Buy |
210,974
+11,069
| +6% | +$470K | 0.01% | 1045 |
|
2017
Q1 | $7.96M | Buy |
199,905
+68,555
| +52% | +$2.73M | 0.01% | 1077 |
|
2016
Q4 | $4.63M | Sell |
131,350
-37,113
| -22% | -$1.31M | 0.01% | 1321 |
|
2016
Q3 | $5.04M | Buy |
168,463
+44,210
| +36% | +$1.32M | 0.01% | 1210 |
|
2016
Q2 | $2.8M | Buy |
124,253
+61,348
| +98% | +$1.38M | ﹤0.01% | 1459 |
|
2016
Q1 | $1.56M | Sell |
62,905
-25,920
| -29% | -$643K | ﹤0.01% | 1716 |
|
2015
Q4 | $3.79M | Buy |
88,825
+27,790
| +46% | +$1.19M | 0.01% | 1245 |
|
2015
Q3 | $2.43M | Buy |
61,035
+2,218
| +4% | +$88.2K | ﹤0.01% | 1453 |
|
2015
Q2 | $2.73M | Buy |
58,817
+1,523
| +3% | +$70.8K | 0.01% | 1486 |
|
2015
Q1 | $2.51M | Hold |
57,294
| – | – | ﹤0.01% | 1499 |
|
2014
Q4 | $2.55M | Sell |
57,294
-3,090
| -5% | -$138K | ﹤0.01% | 1470 |
|
2014
Q3 | $2.78M | Buy |
60,384
+3,570
| +6% | +$164K | 0.01% | 1390 |
|
2014
Q2 | $2.83M | Buy |
56,814
+18,495
| +48% | +$920K | 0.01% | 1405 |
|
2014
Q1 | $2.01M | Buy |
38,319
+1,820
| +5% | +$95.6K | ﹤0.01% | 1582 |
|
2013
Q4 | $1.72M | Buy |
36,499
+3,323
| +10% | +$156K | ﹤0.01% | 1655 |
|
2013
Q3 | $1.27M | Sell |
33,176
-2
| -0% | -$77 | ﹤0.01% | 1777 |
|
2013
Q2 | $1.25M | Buy |
+33,178
| New | +$1.25M | ﹤0.01% | 1715 |
|