Three Peaks Capital Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $8.66M | Buy |
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|
2021
Q2 | $6.8M | Buy |
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|
2021
Q1 | $6.96M | Sell |
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|
2020
Q4 | $5.45M | Buy |
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|
2020
Q3 | $3.69M | Buy |
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|
2020
Q2 | $3.32M | Sell |
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|
2020
Q1 | $2.54M | Buy |
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|
2019
Q4 | $3.75M | Sell |
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|
2019
Q3 | $4.7M | Buy |
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|
2019
Q2 | $3.38M | Sell |
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|
2019
Q1 | $2.99M | Sell |
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|
2018
Q4 | $3.41M | Sell |
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|
2018
Q3 | $6.07M | Hold |
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|
2018
Q2 | $6.16M | Sell |
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|
2018
Q1 | $10.3M | Sell |
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|
2017
Q4 | $13.9M | Buy |
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|
2017
Q3 | $9.34M | Buy |
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|
2017
Q2 | $7.67M | Sell |
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|
2017
Q1 | $9.18M | Buy |
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