Caitong International 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
Q2
Sell
-1,261
Closed -$413K 2260
2025
Q1
$413K Buy
1,261
+1,256
+25,120% +$411K 0.31% 51
2024
Q4
$1.63K Buy
+5
New +$1.63K ﹤0.01% 1209