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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.64M | Sell |
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|
2025
Q2 | $3.05M | Sell |
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|
2025
Q1 | $2.68M | Sell |
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|
2024
Q4 | $2.75M | Sell |
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|
2024
Q3 | $1.99M | Sell |
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|
2024
Q2 | $2.46M | Sell |
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|
2024
Q1 | $2.42M | Sell |
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|
2023
Q4 | $2.14M | Sell |
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|
2023
Q3 | $2.29M | Sell |
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|
2023
Q2 | $2.1M | Sell |
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|
2023
Q1 | $2M | Sell |
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|
2022
Q4 | $2.15M | Sell |
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|
2022
Q3 | $2.21M | Sell |
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|
2022
Q2 | $1.92M | Sell |
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|
2022
Q1 | $1.92M | Sell |
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|
2021
Q4 | $1.72M | Sell |
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|
2021
Q3 | $1.69M | Sell |
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|
2021
Q2 | $1.53M | Sell |
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|
2021
Q1 | $1.66M | Sell |
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|
2020
Q4 | $1.26M | Sell |
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|
2020
Q3 | $967K | Sell |
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|
2020
Q2 | $1.02M | Sell |
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|
2020
Q1 | $730K | Sell |
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|
2019
Q4 | $1.26M | Buy |
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