Teza Capital Management’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 |
-831
| Closed | -$232K | – | 677 |
|
|
2024
Q2 | $232K | Buy |
+831
| New | +$232K | 0.03% | 506 |
|
|
2023
Q1 | – | Sell |
-1,767
| Closed | -$382K | – | 619 |
|
|
2022
Q4 | $382K | Buy |
+1,767
| New | +$382K | 0.07% | 392 |
|
|
2021
Q3 | – | Sell |
-6,912
| Closed | -$933K | – | 481 |
|
|
2021
Q2 | $933K | Buy |
+6,912
| New | +$933K | 0.15% | 189 |
|
|
2020
Q1 | – | Sell |
-5,478
| Closed | -$505K | – | 338 |
|
|
2019
Q4 | $505K | Buy |
+5,478
| New | +$505K | 0.14% | 262 |
|
|
2019
Q3 | – | Sell |
-11,468
| Closed | -$935K | – | 564 |
|
|
2019
Q2 | $935K | Buy |
11,468
+2,373
| +26% | +$193K | 0.55% | 44 |
|
|
2019
Q1 | $633K | Buy |
9,095
+150
| +2% | +$10.4K | 0.34% | 113 |
|
|
2018
Q4 | $546K | Buy |
8,945
+5,222
| +140% | +$319K | 0.21% | 169 |
|
|
2018
Q3 | $240K | Sell |
3,723
-3,668
| -50% | -$236K | 0.06% | 333 |
|
|
2018
Q2 | $484K | Buy |
+7,391
| New | +$484K | 0.07% | 376 |
|