SHEAFF BROCK INVESTMENT ADVISORS, LLC – LPL Financial Holdings Inc. Transaction History
SHEAFF BROCK INVESTMENT ADVISORS, LLC portfolio value:
$1.76M
portfolio value
SHEAFF BROCK INVESTMENT ADVISORS, LLC quarter portfolio value change:
+18.43%
quarter
LPL Financial Holdings Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -27.98% | -3.13K shares | -303K | $218.48 | 8.05K |
| Q2 2022 | share | Decrease | -0.63% | -71 shares | 7K | $184.48 | 11.19K |
| Q1 2022 | share | Increase | +6.98% | 735 shares | 372K | $182.68 | 11.26K |
| Q4 2021 | share | Increase | +4.47% | 450 shares | 105K | $161.87 | 10.52K |
| Q3 2021 | share | Increase | +1.57% | 156 shares | 241K | $156.52 | 10.07K |
| Q2 2021 | share | Increase | +4.37% | 415 shares | -12K | $134.55 | 9.92K |
| Q1 2021 | share | Decrease | -10.57% | -1.12K shares | 243K | $141.47 | 9.50K |
| Q4 2020 | share | Increase | +0.37% | 39 shares | 296K | $103.53 | 10.62K |
| Q3 2020 | share | Decrease | -3.20% | -350 shares | -46K | $75.95 | 10.59K |
| Q2 2020 | share | Increase | +1.49% | 161 shares | 271K | $77.43 | 10.94K |
| Q1 2020 | share | Decrease | -5.41% | -617 shares | -464K | $53.58 | 10.77K |
| Q4 2019 | share | Decrease | -2.51% | -294 shares | 94K | $90.35 | 11.39K |
| Q3 2019 | share | Decrease | -0.68% | -80 shares | -3K | $79.98 | 11.69K |
| Q2 2019 | share | Decrease | -4.25% | -523 shares | 104K | $79.39 | 11.77K |
| Q1 2019 | share | Increase | 0.00% | 12.29K shares | 856K | $67.58 | 12.29K |
| Q2 2017 | share | Decrease | -100.00% | -7.64K shares | -304K | $40.03 | 0 |
| Q1 2017 | share | Decrease | -12.23% | -1.06K shares | -3K | $37.33 | 7.64K |
| Q4 2016 | share | Increase | 0.00% | 8.70K shares | 307K | $32.79 | 8.70K |