VLC
Van Leeuwen & Company’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.56M | Buy |
5,900
+166
| +3% | +$43.9K | 0.79% | 53 |
|
|
2023
Q4 | $1.31M | Sell |
5,734
-100
| -2% | -$22.8K | 0.76% | 52 |
|
|
2023
Q3 | $1.39M | Buy |
5,834
+141
| +2% | +$33.5K | 0.86% | 40 |
|
|
2023
Q2 | $1.26M | Sell |
5,693
-50
| -0.9% | -$11K | 0.79% | 39 |
|
|
2023
Q1 | $1.16M | Sell |
5,743
-300
| -5% | -$60.7K | 0.78% | 38 |
|
|
2022
Q4 | $1.31M | Sell |
6,043
-159
| -3% | -$34.4K | 0.9% | 31 |
|
|
2022
Q3 | $1.36M | Sell |
6,202
-695
| -10% | -$152K | 1.08% | 29 |
|
|
2022
Q2 | $1.27M | Buy |
6,897
+275
| +4% | +$50.7K | 1.07% | 26 |
|
|
2022
Q1 | $1.21M | Sell |
6,622
-701
| -10% | -$128K | 0.89% | 35 |
|
|
2021
Q4 | $1.17M | Buy |
7,323
+3,225
| +79% | +$516K | 0.66% | 40 |
|
|
2021
Q3 | $642K | Hold |
4,098
| – | – | 0.39% | 51 |
|
|
2021
Q2 | $577K | Buy |
4,098
+407
| +11% | +$57.3K | 0.34% | 55 |
|
|
2021
Q1 | $525K | Buy |
3,691
+448
| +14% | +$63.7K | 0.34% | 53 |
|
|
2020
Q4 | $338K | Sell |
3,243
-579
| -15% | -$60.3K | 0.23% | 60 |
|
|
2020
Q3 | $293K | Buy |
3,822
+500
| +15% | +$38.3K | 0.23% | 54 |
|
|
2020
Q2 | $260K | Sell |
3,322
-1,000
| -23% | -$78.3K | 0.2% | 58 |
|
|
2020
Q1 | $235K | Hold |
4,322
| – | – | 0.23% | 67 |
|
|
2019
Q4 | $399K | Buy |
4,322
+1,166
| +37% | +$108K | 0.33% | 58 |
|
|
2019
Q3 | $258K | Sell |
3,156
-45
| -1% | -$3.68K | 0.24% | 65 |
|
|
2019
Q2 | $261K | Buy |
+3,201
| New | +$261K | 0.23% | 69 |
|