Zeke Capital Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $427K | Sell |
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|
2022
Q2 | $435K | Sell |
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|
2022
Q1 | $456K | Sell |
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|
2021
Q4 | $423K | Sell |
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|
2021
Q3 | $415K | Buy |
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|
2021
Q2 | $302K | Buy |
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|
2021
Q1 | $318K | Hold |
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|
2020
Q4 | $233K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $551K | Sell |
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|
2019
Q3 | $491K | Sell |
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|
2019
Q2 | $602K | Sell |
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|
2019
Q1 | $569K | Sell |
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|
2018
Q4 | $1.15M | Buy |
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|
2018
Q3 | $1.13M | Buy |
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