Caldwell Trust’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.05M | Sell |
8,138
-49
|
|
||||
|
2025
Q1 | $2.68M | Sell |
8,187
-225
|
|
||||
|
2024
Q4 | $2.75M | Sell |
8,412
-125
|
|
||||
|
2024
Q3 | $1.99M | Sell |
8,537
-280
|
|
||||
|
2024
Q2 | $2.46M | Sell |
8,817
-338
|
|
||||
|
2024
Q1 | $2.42M | Sell |
9,155
-253
|
|
||||
|
2023
Q4 | $2.14M | Sell |
9,408
-233
|
|
||||
|
2023
Q3 | $2.29M | Sell |
9,641
-25
|
|
||||
|
2023
Q2 | $2.1M | Sell |
9,666
-204
|
|
||||
|
2023
Q1 | $2M | Sell |
9,870
-95
|
|
||||
|
2022
Q4 | $2.15M | Sell |
9,965
-172
|
|
||||
|
2022
Q3 | $2.21M | Sell |
10,137
-287
|
|
||||
|
2022
Q2 | $1.92M | Sell |
10,424
-110
|
|
||||
|
2022
Q1 | $1.92M | Sell |
10,534
-180
|
|
||||
|
2021
Q4 | $1.72M | Sell |
10,714
-53
|
|
||||
|
2021
Q3 | $1.69M | Sell |
10,767
-583
|
|
||||
|
2021
Q2 | $1.53M | Sell |
11,350
-357
|
|
||||
|
2021
Q1 | $1.66M | Sell |
11,707
-414
|
|
||||
|
2020
Q4 | $1.26M | Sell |
12,121
-491
|
|
||||
|
2020
Q3 | $967K | Sell |
12,612
-347
|
|
||||
|
2020
Q2 | $1.02M | Sell |
12,959
-457
|
|
||||
|
2020
Q1 | $730K | Sell |
13,416
-217
|
|
||||
|
2019
Q4 | $1.26M | Buy |
+13,633
|
|