Westpac Banking Corp’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-18,257
| Closed | -$3.7M | – | 662 |
|
|
2023
Q1 | $3.7M | Sell |
18,257
-473
| -3% | -$95.7K | 0.05% | 405 |
|
|
2022
Q4 | $4.05M | Sell |
18,730
-10,276
| -35% | -$2.22M | 0.06% | 375 |
|
|
2022
Q3 | $6.34M | Sell |
29,006
-5,532
| -16% | -$1.21M | 0.1% | 277 |
|
|
2022
Q2 | $6.37M | Buy |
34,538
+4,772
| +16% | +$880K | 0.08% | 316 |
|
|
2022
Q1 | $5.44M | Buy |
29,766
+4,232
| +17% | +$773K | 0.06% | 369 |
|
|
2021
Q4 | $4.09M | Buy |
25,534
+234
| +0.9% | +$37.5K | 0.04% | 437 |
|
|
2021
Q3 | $3.97M | Sell |
25,300
-151
| -0.6% | -$23.7K | 0.04% | 458 |
|
|
2021
Q2 | $3.44M | Sell |
25,451
-4,151
| -14% | -$560K | 0.03% | 505 |
|
|
2021
Q1 | $4.21M | Sell |
29,602
-2,536
| -8% | -$361K | 0.05% | 442 |
|
|
2020
Q4 | $3.35M | Sell |
32,138
-1,213
| -4% | -$126K | 0.04% | 479 |
|
|
2020
Q3 | $2.56M | Buy |
33,351
+737
| +2% | +$56.5K | 0.03% | 480 |
|
|
2020
Q2 | $2.56M | Buy |
+32,614
| New | +$2.56M | 0.04% | 459 |
|
|
2016
Q1 | – | Sell |
-119,333
| Closed | -$5.09M | – | 890 |
|
|
2015
Q4 | $5.09M | Buy |
+119,333
| New | +$5.09M | 0.06% | 309 |
|