Weiss Multi-Strategy Advisers’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-75,215
| Closed | -$17.1M | – | 253 |
|
|
2023
Q4 | $17.1M | Sell |
75,215
-30,671
| -29% | -$6.98M | 0.41% | 45 |
|
|
2023
Q3 | $25.2M | Sell |
105,886
-41,685
| -28% | -$9.91M | 0.6% | 31 |
|
|
2023
Q2 | $32.1M | Buy |
+147,571
| New | +$32.1M | 0.65% | 27 |
|
|
2023
Q1 | – | Sell |
-48,126
| Closed | -$10.4M | – | 648 |
|
|
2022
Q4 | $10.4M | Buy |
+48,126
| New | +$10.4M | 0.3% | 105 |
|