Thomas J. Herzfeld Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-24
| Closed | -$5.7K | – | 254 |
|
|
2023
Q3 | $5.7K | Hold |
24
| – | – | ﹤0.01% | 228 |
|
|
2023
Q2 | $5.22K | Hold |
24
| – | – | ﹤0.01% | 243 |
|
|
2023
Q1 | $4.86K | Hold |
24
| – | – | ﹤0.01% | 231 |
|
|
2022
Q4 | $5.19K | Sell |
24
-5
| -17% | -$1.08K | ﹤0.01% | 229 |
|
|
2022
Q3 | $6K | Hold |
29
| – | – | ﹤0.01% | 187 |
|
|
2022
Q2 | $5K | Hold |
29
| – | – | ﹤0.01% | 216 |
|
|
2022
Q1 | $5K | Hold |
29
| – | – | ﹤0.01% | 240 |
|
|
2021
Q4 | $5K | Buy |
29
+6
| +26% | +$1.03K | ﹤0.01% | 273 |
|
|
2021
Q3 | $4K | Hold |
23
| – | – | ﹤0.01% | 282 |
|
|
2021
Q2 | $3K | Hold |
23
| – | – | ﹤0.01% | 323 |
|
|
2021
Q1 | $3K | Buy |
+23
| New | +$3K | ﹤0.01% | 304 |
|