Cape Investment Advisory’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 | $4.88K | Sell |
13
-23
| -64% | -$8.63K | ﹤0.01% | 759 |
|
|
2025
Q1 | $11.8K | Hold |
36
| – | – | ﹤0.01% | 572 |
|
|
2024
Q4 | $11.8K | Hold |
36
| – | – | ﹤0.01% | 549 |
|
|
2024
Q3 | $8.38K | Hold |
36
| – | – | ﹤0.01% | 597 |
|
|
2024
Q2 | $10.1K | Buy |
36
+23
| +177% | +$6.42K | ﹤0.01% | 521 |
|
|
2024
Q1 | $3.44K | Hold |
13
| – | – | ﹤0.01% | 708 |
|
|
2023
Q4 | $2.96K | Hold |
13
| – | – | ﹤0.01% | 868 |
|
|
2023
Q3 | $3.09K | Hold |
13
| – | – | ﹤0.01% | 740 |
|
|
2023
Q2 | $2.83K | Hold |
13
| – | – | ﹤0.01% | 739 |
|
|
2023
Q1 | $2.63K | Buy |
+13
| New | +$2.63K | ﹤0.01% | 779 |
|