ACM
Argent Capital Management’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.21M | Sell |
19,229
-17
| -0.1% | -$6.38K | 0.21% | 58 |
|
|
2025
Q1 | $6.3M | Buy |
19,246
+99
| +0.5% | +$32.4K | 0.19% | 61 |
|
|
2024
Q4 | $6.25M | Buy |
19,147
+3,682
| +24% | +$1.2M | 0.18% | 59 |
|
|
2024
Q3 | $3.6M | Buy |
15,465
+300
| +2% | +$69.8K | 0.1% | 70 |
|
|
2024
Q2 | $4.24M | Buy |
15,165
+11,915
| +367% | +$3.33M | 0.12% | 65 |
|
|
2024
Q1 | $859K | Hold |
3,250
| – | – | 0.03% | 96 |
|
|
2023
Q4 | $740K | Hold |
3,250
| – | – | 0.02% | 103 |
|
|
2023
Q3 | $772K | Hold |
3,250
| – | – | 0.03% | 100 |
|
|
2023
Q2 | $707K | Sell |
3,250
-1,036
| -24% | -$225K | 0.02% | 106 |
|
|
2023
Q1 | $867K | Sell |
4,286
-373,127
| -99% | -$75.5M | 0.03% | 104 |
|
|
2022
Q4 | $81.6M | Sell |
377,413
-15,808
| -4% | -$3.42M | 2.94% | 11 |
|
|
2022
Q3 | $85.9M | Sell |
393,221
-195,773
| -33% | -$42.8M | 3.37% | 6 |
|
|
2022
Q2 | $109M | Sell |
588,994
-12,512
| -2% | -$2.31M | 4.12% | 1 |
|
|
2022
Q1 | $110M | Sell |
601,506
-6,963
| -1% | -$1.27M | 3.46% | 6 |
|
|
2021
Q4 | $97.4M | Sell |
608,469
-1,831
| -0.3% | -$293K | 2.82% | 10 |
|
|
2021
Q3 | $95.7M | Sell |
610,300
-5,847
| -0.9% | -$917K | 3.03% | 9 |
|
|
2021
Q2 | $83.2M | Sell |
616,147
-9,780
| -2% | -$1.32M | 2.6% | 11 |
|
|
2021
Q1 | $89M | Sell |
625,927
-15,994
| -2% | -$2.27M | 2.95% | 9 |
|
|
2020
Q4 | $66.9M | Buy |
641,921
+186,650
| +41% | +$19.5M | 2.38% | 14 |
|
|
2020
Q3 | $34.9M | Buy |
455,271
+436,245
| +2,293% | +$33.4M | 1.33% | 26 |
|
|
2020
Q2 | $1.49M | Buy |
19,026
+3,500
| +23% | +$274K | 0.06% | 89 |
|
|
2020
Q1 | $845K | Buy |
15,526
+521
| +3% | +$28.4K | 0.04% | 139 |
|
|
2019
Q4 | $1.38M | Buy |
15,005
+465
| +3% | +$42.9K | 0.05% | 132 |
|
|
2019
Q3 | $1.19M | Buy |
14,540
+3,046
| +27% | +$250K | 0.04% | 135 |
|
|
2019
Q2 | $938K | Buy |
+11,494
| New | +$938K | 0.04% | 157 |
|