Tributary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,700
| Closed | -$1.04M | – | 186 |
|
|
2022
Q1 | $1.04M | Sell |
5,700
-6,900
| -55% | -$1.26M | 0.08% | 123 |
|
|
2021
Q4 | $2.02M | Sell |
12,600
-4,600
| -27% | -$736K | 0.15% | 114 |
|
|
2021
Q3 | $2.7M | Buy |
17,200
+2,200
| +15% | +$345K | 0.21% | 84 |
|
|
2021
Q2 | $2.03M | Sell |
15,000
-2,900
| -16% | -$392K | 0.15% | 113 |
|
|
2021
Q1 | $2.55M | Buy |
17,900
+3,500
| +24% | +$498K | 0.2% | 78 |
|
|
2020
Q4 | $1.5M | Hold |
14,400
| – | – | 0.11% | 120 |
|
|
2020
Q3 | $1.1M | Buy |
14,400
+4,500
| +45% | +$345K | 0.1% | 134 |
|
|
2020
Q2 | $776K | Buy |
+9,900
| New | +$776K | 0.07% | 147 |
|
|
2020
Q1 | – | Sell |
-16,700
| Closed | -$1.54M | – | 205 |
|
|
2019
Q4 | $1.54M | Buy |
+16,700
| New | +$1.54M | 0.11% | 118 |
|