Flagship Harbor Advisors, LLC Lpl Financial Holdings Inc. Transaction History

Flagship Harbor Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Feb 08, 2021	SELL	$76.15 - $104.25 $16,753 - $22,935	-220 Closed	0 $0
Q3 2020 Oct 13, 2020	SELL	$74.14 - $85.09 $11,121 - $12,763	-150 Reduced 40.54%	220 $16,000
Q1 2020 May 12, 2020	BUY	$39.02 - $98.86 $1,755 - $4,448	45 Added 13.85%	370 $20,000
Q4 2019 Feb 14, 2020	BUY	$72.1 - $94.26 $7,570 - $9,897	105 Added 47.73%	325 $30,000
Q2 2019 Jul 22, 2019	SELL	$70.51 - $84.91 $4,230 - $5,094	-60 Reduced 21.43%	220 $17,000
Q1 2019 Apr 15, 2019	BUY	$59.74 - $77.93 $3,584 - $4,675	60 Added 27.27%	280 $19,000
Q3 2018 Nov 05, 2018	SELL	$63.88 - $69.99 $12,776 - $13,997	-200 Reduced 47.62%	220 $14,000
Q2 2018 Aug 14, 2018	BUY	$56.49 - $72.22 $23,725 - $30,332	420 New	420 $27,000

702

68.6M

647K

549K

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $26.8B
Description
LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and ed...

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