UniSuper Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Sell |
1,400
-200
| -13% | -$75K | ﹤0.01% | 604 |
|
|
2025
Q1 | $523K | Hold |
1,600
| – | – | ﹤0.01% | 606 |
|
|
2024
Q4 | $522K | Sell |
1,600
-923
| -37% | -$301K | ﹤0.01% | 592 |
|
|
2024
Q3 | $587K | Buy |
2,523
+923
| +58% | +$215K | ﹤0.01% | 612 |
|
|
2024
Q2 | $447K | Buy |
1,600
+500
| +45% | +$140K | ﹤0.01% | 811 |
|
|
2024
Q1 | $291K | Buy |
1,100
+500
| +83% | +$132K | ﹤0.01% | 883 |
|
|
2023
Q4 | $137K | Hold |
600
| – | – | ﹤0.01% | 607 |
|
|
2023
Q3 | $143K | Hold |
600
| – | – | ﹤0.01% | 519 |
|
|
2023
Q2 | $130K | Buy |
+600
| New | +$130K | ﹤0.01% | 532 |
|