AFCM
Applied Finance Capital Management’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $707K | Buy |
1,885
+39
| +2% | +$14.6K | 0.05% | 164 |
|
|
2025
Q1 | $604K | Buy |
1,846
+89
| +5% | +$29.1K | 0.04% | 181 |
|
|
2024
Q4 | $574K | Hold |
1,757
| – | – | 0.02% | 188 |
|
|
2024
Q3 | $409K | Hold |
1,757
| – | – | 0.02% | 221 |
|
|
2024
Q2 | $491K | Buy |
+1,757
| New | +$491K | 0.02% | 191 |
|