Belpointe Asset 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
Q1 | – | Sell |
-3,691
| Closed | -$828K | – | 993 |
|
|
2024
Q4 | $828K | Buy |
+3,691
| New | +$828K | 0.05% | 364 |
|
|
2024
Q3 | – | Sell |
-3,669
| Closed | -$1.02M | – | 965 |
|
|
2024
Q2 | $1.02M | Buy |
3,669
+1,700
| +86% | +$475K | 0.07% | 267 |
|
|
2024
Q1 | $520K | Buy |
+1,969
| New | +$520K | 0.04% | 427 |
|
|
2023
Q2 | – | Sell |
-1,366
| Closed | -$277K | – | 2150 |
|
|
2023
Q1 | $277K | Buy |
1,366
+504
| +58% | +$102K | 0.01% | 794 |
|
|
2022
Q4 | $186K | Sell |
862
-39
| -4% | -$8.43K | 0.01% | 937 |
|
|
2022
Q3 | $197K | Buy |
901
+20
| +2% | +$4.37K | 0.01% | 843 |
|
|
2022
Q2 | $161K | Buy |
881
+25
| +3% | +$4.57K | 0.01% | 910 |
|
|
2022
Q1 | $156K | Buy |
856
+90
| +12% | +$16.4K | 0.01% | 1019 |
|
|
2021
Q4 | $122K | Hold |
766
| – | – | 0.01% | 1108 |
|
|
2021
Q3 | $120K | Buy |
+766
| New | +$120K | 0.01% | 1079 |
|
|
2021
Q2 | – | Sell |
-700
| Closed | -$100K | – | 1163 |
|
|
2021
Q1 | $100K | Buy |
+700
| New | +$100K | 0.01% | 1002 |
|
|
2020
Q1 | – | Sell |
-2,224
| Closed | -$204K | – | 716 |
|
|
2019
Q4 | $204K | Buy |
+2,224
| New | +$204K | 0.03% | 529 |
|