Banco BTG Pactual’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 | $6.19M | Buy |
+16,507
| New | +$6.19M | 1.26% | 26 |
|
|
2025
Q1 | – | Sell |
-10,000
| Closed | -$3.28M | – | 197 |
|
|
2024
Q4 | $3.28M | Sell |
10,000
-23,015
| -70% | -$7.55M | 0.76% | 33 |
|
|
2024
Q3 | $7.68M | Buy |
+33,015
| New | +$7.68M | 1.98% | 15 |
|
|
2024
Q1 | – | Sell |
-9,400
| Closed | -$2.15M | – | 157 |
|
|
2023
Q4 | $2.15M | Buy |
+9,400
| New | +$2.15M | 0.27% | 42 |
|