Bridgeway Capital 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
Q2 | $2.56M | Sell |
6,840
-170
| -2% | -$63.7K | 0.06% | 428 |
|
|
2025
Q1 | $2.29M | Sell |
7,010
-1,300
| -16% | -$425K | 0.06% | 456 |
|
|
2024
Q4 | $2.71M | Sell |
8,310
-3,010
| -27% | -$983K | 0.06% | 429 |
|
|
2024
Q3 | $2.63M | Hold |
11,320
| – | – | 0.06% | 454 |
|
|
2024
Q2 | $3.16M | Hold |
11,320
| – | – | 0.07% | 378 |
|
|
2024
Q1 | $2.99M | Sell |
11,320
-20
| -0.2% | -$5.28K | 0.06% | 447 |
|
|
2023
Q4 | $2.58M | Hold |
11,340
| – | – | 0.06% | 504 |
|
|
2023
Q3 | $2.69M | Buy |
11,340
+50
| +0.4% | +$11.9K | 0.07% | 449 |
|
|
2023
Q2 | $2.45M | Hold |
11,290
| – | – | 0.06% | 485 |
|
|
2023
Q1 | $2.29M | Hold |
11,290
| – | – | 0.06% | 490 |
|
|
2022
Q4 | $2.44M | Buy |
+11,290
| New | +$2.44M | 0.06% | 488 |
|