Waratah Capital Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $28.5M | Sell |
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|
2024
Q1 | $42.4M | Buy |
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|
2023
Q4 | $34.2M | Sell |
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|
2023
Q3 | $56.6M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $470K | Sell |
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|
2018
Q3 | $1.12M | Buy |
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|
2018
Q2 | $288K | Sell |
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|
2018
Q1 | $316K | Sell |
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|
2017
Q4 | $323K | Sell |
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|
2017
Q3 | $1.1M | Buy |
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|
2017
Q2 | $551K | Buy |
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|
2017
Q1 | $379K | Buy |
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