Caldwell Trust’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.36M | Sell |
7,833
-50
| -0.6% | -$16.8K | 0.21% | 97 |
|
|
2025
Q4 | $2.82M | Sell |
7,883
-45
| -0.6% | -$15.9K | 0.25% | 83 |
|
|
2025
Q3 | $2.64M | Sell |
7,928
-210
| -3% | -$76.1K | 0.25% | 88 |
|
|
2025
Q2 | $3.05M | Sell |
8,138
-49
| -0.6% | -$17.2K | 0.31% | 74 |
|
|
2025
Q1 | $2.68M | Sell |
8,187
-225
| -3% | -$78.3K | 0.29% | 81 |
|
|
2024
Q4 | $2.75M | Sell |
8,412
-125
| -1% | -$37K | 0.29% | 75 |
|
|
2024
Q3 | $1.99M | Sell |
8,537
-280
| -3% | -$63.1K | 0.21% | 102 |
|
|
2024
Q2 | $2.46M | Sell |
8,817
-338
| -4% | -$91.7K | 0.27% | 79 |
|
|
2024
Q1 | $2.42M | Sell |
9,155
-253
| -3% | -$63.9K | 0.28% | 80 |
|
|
2023
Q4 | $2.14M | Sell |
9,408
-233
| -2% | -$52.4K | 0.27% | 83 |
|
|
2023
Q3 | $2.29M | Sell |
9,641
-25
| -0.3% | -$5.8K | 0.31% | 74 |
|
|
2023
Q2 | $2.1M | Sell |
9,666
-204
| -2% | -$40.9K | 0.27% | 82 |
|
|
2023
Q1 | $2M | Sell |
9,870
-95
| -1% | -$21.7K | 0.28% | 86 |
|
|
2022
Q4 | $2.15M | Sell |
9,965
-172
| -2% | -$40.2K | 0.3% | 77 |
|
|
2022
Q3 | $2.21M | Sell |
10,137
-287
| -3% | -$61K | 0.33% | 74 |
|
|
2022
Q2 | $1.92M | Sell |
10,424
-110
| -1% | -$20.9K | 0.26% | 84 |
|
|
2022
Q1 | $1.92M | Sell |
10,534
-180
| -2% | -$31.3K | 0.23% | 95 |
|
|
2021
Q4 | $1.72M | Sell |
10,714
-53
| -0.5% | -$8.75K | 0.2% | 100 |
|
|
2021
Q3 | $1.69M | Sell |
10,767
-583
| -5% | -$83.7K | 0.21% | 99 |
|
|
2021
Q2 | $1.53M | Sell |
11,350
-357
| -3% | -$51.9K | 0.2% | 99 |
|
|
2021
Q1 | $1.66M | Sell |
11,707
-414
| -3% | -$52.8K | 0.23% | 94 |
|
|
2020
Q4 | $1.26M | Sell |
12,121
-491
| -4% | -$44.1K | 0.19% | 106 |
|
|
2020
Q3 | $967K | Sell |
12,612
-347
| -3% | -$27.6K | 0.16% | 112 |
|
|
2020
Q2 | $1.02M | Sell |
12,959
-457
| -3% | -$30.5K | 0.17% | 110 |
|
|
2020
Q1 | $730K | Sell |
13,416
-217
| -2% | -$17.5K | 0.14% | 127 |
|
|
2019
Q4 | $1.26M | Buy |
+13,633
| New | +$1.17M | 0.19% | 107 |
|
Other funds holding LPLA
VPM
VCM
SC
