Anchor Investment Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.88M | Buy |
10,358
+587
| +6% | +$220K | 0.34% | 77 |
|
|
2025
Q1 | $3.2M | Buy |
9,771
+74
| +0.8% | +$24.2K | 0.3% | 91 |
|
|
2024
Q4 | $3.17M | Buy |
9,697
+28
| +0.3% | +$9.14K | 0.3% | 90 |
|
|
2024
Q3 | $2.25M | Buy |
9,669
+1,304
| +16% | +$303K | 0.21% | 120 |
|
|
2024
Q2 | $2.34M | Buy |
8,365
+664
| +9% | +$185K | 0.24% | 108 |
|
|
2024
Q1 | $2.03M | Buy |
7,701
+555
| +8% | +$147K | 0.21% | 118 |
|
|
2023
Q4 | $1.63M | Buy |
7,146
+3,892
| +120% | +$886K | 0.19% | 129 |
|
|
2023
Q3 | $773K | Buy |
3,254
+420
| +15% | +$99.8K | 0.1% | 184 |
|
|
2023
Q2 | $616K | Buy |
+2,834
| New | +$616K | 0.08% | 206 |
|