Zeke Capital Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,954
| Closed | -$427K | – | 516 |
|
|
2022
Q3 | $427K | Sell |
1,954
-402
| -17% | -$87.8K | 0.03% | 237 |
|
|
2022
Q2 | $435K | Sell |
2,356
-141
| -6% | -$26K | 0.03% | 244 |
|
|
2022
Q1 | $456K | Sell |
2,497
-146
| -6% | -$26.7K | 0.02% | 248 |
|
|
2021
Q4 | $423K | Sell |
2,643
-4
| -0.2% | -$640 | 0.02% | 174 |
|
|
2021
Q3 | $415K | Buy |
2,647
+406
| +18% | +$63.7K | 0.02% | 164 |
|
|
2021
Q2 | $302K | Buy |
2,241
+4
| +0.2% | +$539 | 0.02% | 222 |
|
|
2021
Q1 | $318K | Hold |
2,237
| – | – | 0.02% | 190 |
|
|
2020
Q4 | $233K | Buy |
+2,237
| New | +$233K | 0.02% | 237 |
|
|
2020
Q1 | – | Sell |
-5,970
| Closed | -$551K | – | 399 |
|
|
2019
Q4 | $551K | Sell |
5,970
-22
| -0.4% | -$2.03K | 0.05% | 353 |
|
|
2019
Q3 | $491K | Sell |
5,992
-1,387
| -19% | -$114K | 0.04% | 359 |
|
|
2019
Q2 | $602K | Sell |
7,379
-784
| -10% | -$64K | 0.06% | 311 |
|
|
2019
Q1 | $569K | Sell |
8,163
-10,702
| -57% | -$746K | 0.05% | 328 |
|
|
2018
Q4 | $1.15M | Buy |
18,865
+1,376
| +8% | +$84K | 0.11% | 175 |
|
|
2018
Q3 | $1.13M | Buy |
+17,489
| New | +$1.13M | 0.09% | 218 |
|