West Oak Capital’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-75
| Closed | -$20.9K | – | 324 |
|
|
2024
Q2 | $20.9K | Hold |
75
| – | – | 0.01% | 217 |
|
|
2024
Q1 | $20K | Hold |
75
| – | – | 0.01% | 212 |
|
|
2023
Q4 | $17K | Hold |
75
| – | – | 0.01% | 221 |
|
|
2023
Q3 | $18K | Hold |
75
| – | – | 0.01% | 209 |
|
|
2023
Q2 | $16.3K | Hold |
75
| – | – | 0.01% | 222 |
|
|
2023
Q1 | $15.2K | Buy |
+75
| New | +$15.2K | 0.01% | 220 |
|
|
2022
Q4 | – | Sell |
-75
| Closed | -$16K | – | 309 |
|
|
2022
Q3 | $16K | Buy |
+75
| New | +$16K | 0.01% | 209 |
|