Brant Point Investment 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
Q2 | $9.04M | Buy |
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|
2025
Q1 | $7.58M | Sell |
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|
2024
Q4 | $7.61M | Sell |
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|
2024
Q3 | $5.81M | Sell |
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|
2024
Q2 | $9.6M | Sell |
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|
2024
Q1 | $9.11M | Sell |
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|
2023
Q4 | $8.93M | Buy |
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|
2023
Q3 | $8.9M | Sell |
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|
2023
Q2 | $9.03M | Sell |
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|
2023
Q1 | $9.04M | Hold |
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|
2022
Q4 | $9.65M | Sell |
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|
2022
Q3 | $10.1M | Sell |
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|
2022
Q2 | $9.17M | Sell |
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|
2022
Q1 | $10.4M | Buy |
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|
2021
Q4 | $8.86M | Sell |
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|
2021
Q3 | $10.2M | Buy |
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|
2021
Q2 | $5.4M | Buy |
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|
2021
Q1 | $2.84M | Hold |
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|
2020
Q4 | $2.08M | Buy |
|