Three Peaks 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $8.66M | Buy |
55,265
+4,904
| +10% | +$769K | 2.88% | 1 |
|
|
2021
Q2 | $6.8M | Buy |
50,361
+1,438
| +3% | +$194K | 2.09% | 3 |
|
|
2021
Q1 | $6.96M | Sell |
48,923
-3,388
| -6% | -$482K | 2.19% | 1 |
|
|
2020
Q4 | $5.45M | Buy |
52,311
+4,198
| +9% | +$438K | 1.75% | 5 |
|
|
2020
Q3 | $3.69M | Buy |
48,113
+5,800
| +14% | +$445K | 1.3% | 23 |
|
|
2020
Q2 | $3.32M | Sell |
42,313
-4,290
| -9% | -$336K | 1.22% | 32 |
|
|
2020
Q1 | $2.54M | Buy |
46,603
+5,904
| +15% | +$321K | 1.01% | 52 |
|
|
2019
Q4 | $3.75M | Sell |
40,699
-16,700
| -29% | -$1.54M | 0.99% | 51 |
|
|
2019
Q3 | $4.7M | Buy |
57,399
+15,992
| +39% | +$1.31M | 1.35% | 25 |
|
|
2019
Q2 | $3.38M | Sell |
41,407
-1,515
| -4% | -$124K | 0.98% | 52 |
|
|
2019
Q1 | $2.99M | Sell |
42,922
-12,938
| -23% | -$901K | 0.88% | 60 |
|
|
2018
Q4 | $3.41M | Sell |
55,860
-38,167
| -41% | -$2.33M | 1.07% | 22 |
|
|
2018
Q3 | $6.07M | Hold |
94,027
| – | – | 1.24% | 12 |
|
|
2018
Q2 | $6.16M | Sell |
94,027
-75,084
| -44% | -$4.92M | 1.24% | 10 |
|
|
2018
Q1 | $10.3M | Sell |
169,111
-73,433
| -30% | -$4.48M | 1.77% | 12 |
|
|
2017
Q4 | $13.9M | Buy |
242,544
+61,448
| +34% | +$3.51M | 2.06% | 6 |
|
|
2017
Q3 | $9.34M | Buy |
181,096
+360
| +0.2% | +$18.6K | 1.38% | 32 |
|
|
2017
Q2 | $7.67M | Sell |
180,736
-49,752
| -22% | -$2.11M | 1.13% | 42 |
|
|
2017
Q1 | $9.18M | Buy |
+230,488
| New | +$9.18M | 1.36% | 28 |
|