WorldQuant Millennium Advisors’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-24,686
Closed -$5.37M 399
2023
Q2
$5.37M Buy
24,686
+17,413
+239% +$3.79M 0.09% 233
2023
Q1
$1.47M Sell
7,273
-13,295
-65% -$2.69M 0.03% 281
2022
Q4
$4.45M Buy
+20,568
New +$4.45M 0.1% 212