Boothbay Fund Management’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$577K Buy
2025
Q2
Sell
2025
Q1
$9.51M Buy
2024
Q3
Sell
2024
Q2
$341K Sell
2024
Q1
$447K Buy
2023
Q3
Sell
2023
Q2
$602K Buy
2023
Q1
$470K Sell
2022
Q4
$1.79M Sell
2022
Q3
$3.41M Buy
2022
Q1
Sell
2021
Q4
$271K Buy
2021
Q3
Sell
2021
Q2
$409K Buy