TFGT
TS Financial Group (TSFG)’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Buy |
865
+1
| +0.1% | +$375 | 0.06% | 137 |
|
|
2025
Q1 | $283K | Hold |
864
| – | – | 0.06% | 131 |
|
|
2024
Q4 | $282K | Buy |
864
+1
| +0.1% | +$326 | 0.06% | 129 |
|
|
2024
Q3 | $201K | Hold |
863
| – | – | 0.04% | 148 |
|
|
2024
Q2 | $241K | Buy |
863
+1
| +0.1% | +$279 | 0.06% | 132 |
|
|
2024
Q1 | $228K | Hold |
862
| – | – | 0.06% | 135 |
|
|
2023
Q4 | $196K | Buy |
862
+1
| +0.1% | +$227 | 0.06% | 137 |
|
|
2023
Q3 | $205K | Buy |
861
+1
| +0.1% | +$238 | 0.07% | 130 |
|
|
2023
Q2 | $187K | Buy |
860
+1
| +0.1% | +$217 | 0.07% | 136 |
|
|
2023
Q1 | $174K | Buy |
859
+1
| +0.1% | +$203 | 0.06% | 137 |
|
|
2022
Q4 | $186K | Hold |
858
| – | – | 0.07% | 132 |
|
|
2022
Q3 | $187K | Buy |
858
+1
| +0.1% | +$218 | 0.09% | 120 |
|
|
2022
Q2 | $158K | Buy |
857
+1
| +0.1% | +$184 | 0.07% | 138 |
|
|
2022
Q1 | $156K | Buy |
856
+1
| +0.1% | +$182 | 0.06% | 153 |
|
|
2021
Q4 | $137K | Buy |
855
+198
| +30% | +$31.7K | 0.05% | 170 |
|
|
2021
Q3 | $103K | Buy |
657
+1
| +0.2% | +$157 | 0.04% | 208 |
|
|
2021
Q2 | $89K | Buy |
656
+1
| +0.2% | +$136 | 0.04% | 229 |
|
|
2021
Q1 | $93K | Buy |
655
+214
| +49% | +$30.4K | 0.05% | 179 |
|
|
2020
Q4 | $46K | Buy |
441
+1
| +0.2% | +$104 | 0.02% | 262 |
|
|
2020
Q3 | $34K | Buy |
440
+2
| +0.5% | +$155 | 0.02% | 273 |
|
|
2020
Q2 | $34K | Buy |
438
+1
| +0.2% | +$78 | 0.02% | 267 |
|
|
2020
Q1 | $24K | Buy |
437
+2
| +0.5% | +$110 | 0.02% | 273 |
|
|
2019
Q4 | $40K | Buy |
435
+1
| +0.2% | +$92 | 0.03% | 256 |
|
|
2019
Q3 | $36K | Buy |
434
+249
| +135% | +$20.7K | 0.03% | 254 |
|
|
2019
Q2 | $15K | Hold |
185
| – | – | 0.01% | 346 |
|
|
2019
Q1 | $13K | Buy |
+185
| New | +$13K | 0.01% | 359 |
|