Cape Investment Advisory’s LPL Financial LPLA Stock Holding History

Cape Investment Advisory’s Portfolio LPLA Stock Details LPLA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.88K	Sell
2025 Q1	$11.8K	Hold
2024 Q4	$11.8K	Hold
2024 Q3	$8.38K	Hold
2024 Q2	$10.1K	Buy
2024 Q1	$3.44K	Hold
2023 Q4	$2.96K	Hold
2023 Q3	$3.09K	Hold
2023 Q2	$2.83K	Hold
2023 Q1	$2.63K	Buy