United Services Automobile Association’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-22,716
| Closed | -$1.85M | – | 1162 |
|
|
2019
Q2 | $1.85M | Buy |
22,716
+9,223
| +68% | +$752K | ﹤0.01% | 1117 |
|
|
2019
Q1 | $940K | Hold |
13,493
| – | – | ﹤0.01% | 1341 |
|
|
2018
Q4 | $824K | Hold |
13,493
| – | – | ﹤0.01% | 1339 |
|
|
2018
Q3 | $870K | Sell |
13,493
-377
| -3% | -$24.3K | ﹤0.01% | 1418 |
|
|
2018
Q2 | $909K | Hold |
13,870
| – | – | ﹤0.01% | 1408 |
|
|
2018
Q1 | $847K | Buy |
+13,870
| New | +$847K | ﹤0.01% | 1462 |
|