12 West Capital Management’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-30,300
Closed -$8.01M 23
2024
Q1
$8.01M Buy
+30,300
New +$8.01M 0.72% 19