Waddell & Reed Financial’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $72M | Sell |
506,410
-5,627
| -1% | -$800K | 0.15% | 179 |
|
|
2020
Q4 | $53.4M | Sell |
512,037
-148,084
| -22% | -$15.4M | 0.11% | 213 |
|
|
2020
Q3 | $50.6M | Sell |
660,121
-45,693
| -6% | -$3.5M | 0.12% | 198 |
|
|
2020
Q2 | $55.3M | Buy |
705,814
+89,402
| +15% | +$7.01M | 0.14% | 176 |
|
|
2020
Q1 | $33.6M | Sell |
616,412
-45,060
| -7% | -$2.45M | 0.11% | 213 |
|
|
2019
Q4 | $61M | Sell |
661,472
-2,982
| -0.4% | -$275K | 0.15% | 175 |
|
|
2019
Q3 | $54.4M | Sell |
664,454
-92
| -0% | -$7.54K | 0.14% | 177 |
|
|
2019
Q2 | $54.2M | Sell |
664,546
-1,798
| -0.3% | -$147K | 0.13% | 192 |
|
|
2019
Q1 | $46.4M | Buy |
666,344
+290
| +0% | +$20.2K | 0.11% | 219 |
|
|
2018
Q4 | $40.7M | Buy |
666,054
+95,614
| +17% | +$5.84M | 0.12% | 223 |
|
|
2018
Q3 | $36.8M | Buy |
570,440
+141,280
| +33% | +$9.11M | 0.08% | 267 |
|
|
2018
Q2 | $28.1M | Sell |
429,160
-39,730
| -8% | -$2.6M | 0.07% | 294 |
|
|
2018
Q1 | $28.6M | Buy |
468,890
+81,540
| +21% | +$4.98M | 0.07% | 282 |
|
|
2017
Q4 | $22.1M | Buy |
+387,350
| New | +$22.1M | 0.05% | 317 |
|