BCM
Bayesian Capital Management’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
+2,900
| New | +$1.09M | 0.17% | 167 |
|
|
2019
Q4 | – | Sell |
-8,821
| Closed | -$722K | – | 683 |
|
|
2019
Q3 | $722K | Buy |
8,821
+662
| +8% | +$54.2K | 0.14% | 208 |
|
|
2019
Q2 | $666K | Buy |
+8,159
| New | +$666K | 0.14% | 208 |
|
|
2018
Q4 | – | Sell |
-14,619
| Closed | -$943K | – | 706 |
|
|
2018
Q3 | $943K | Sell |
14,619
-2,100
| -13% | -$135K | 0.15% | 192 |
|
|
2018
Q2 | $1.1M | Sell |
16,719
-3,400
| -17% | -$223K | 0.25% | 103 |
|
|
2018
Q1 | $1.23M | Buy |
+20,119
| New | +$1.23M | 0.31% | 86 |
|
|
2017
Q3 | – | Sell |
-11,261
| Closed | -$478K | – | 573 |
|
|
2017
Q2 | $478K | Buy |
+11,261
| New | +$478K | 0.18% | 194 |
|