2
2Xideas’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.29M | Sell |
19,439
-9,175
| -32% | -$3.44M | 1.26% | 26 |
|
|
2025
Q1 | $9.36M | Sell |
28,614
-16,457
| -37% | -$5.38M | 1.42% | 23 |
|
|
2024
Q4 | $14.7M | Buy |
45,071
+17,563
| +64% | +$5.73M | 1.97% | 14 |
|
|
2024
Q3 | $6.4M | Sell |
27,508
-12,673
| -32% | -$2.95M | 0.86% | 55 |
|
|
2024
Q2 | $11.2M | Buy |
+40,181
| New | +$11.2M | 1.4% | 28 |
|