Bullseye Asset 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 | $415K | Sell |
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|
2025
Q1 | $4.01M | Sell |
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|
2024
Q4 | $6.94M | Sell |
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|
2024
Q3 | $5.01M | Hold |
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|
2024
Q2 | $6.01M | Sell |
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|
2024
Q1 | $5.95M | Hold |
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|
2023
Q4 | $5.13M | Hold |
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|
2023
Q3 | $5.35M | Hold |
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|
2023
Q2 | $4.9M | Hold |
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|
2023
Q1 | $4.56M | Hold |
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|
2022
Q4 | $4.87M | Hold |
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|
2022
Q3 | $4.92M | Sell |
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|
2022
Q2 | $4.2M | Buy |
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|
2022
Q1 | $4.15M | Sell |
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|
2021
Q4 | $4.34M | Hold |
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|
2021
Q3 | $4.34M | Sell |
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|
2021
Q2 | $3.77M | Hold |
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|
2021
Q1 | $3.97M | Hold |
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|
2020
Q4 | $2.91M | Sell |
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|
2020
Q3 | $2.17M | Sell |
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|
2020
Q2 | $2.23M | Buy |
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|
2020
Q1 | $951K | Buy |
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|
2019
Q4 | $875K | Buy |
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