Caprock Group’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.3M | Buy |
3,980
+101
| +3% | +$33K | 0.04% | 383 |
|
|
2024
Q4 | $1.27M | Buy |
3,879
+1,093
| +39% | +$357K | 0.04% | 367 |
|
|
2024
Q3 | $648K | Sell |
2,786
-319
| -10% | -$74.2K | 0.02% | 503 |
|
|
2024
Q2 | $867K | Buy |
+3,105
| New | +$867K | 0.04% | 406 |
|
|
2022
Q4 | – | Sell |
-1,489
| Closed | -$325K | – | 590 |
|
|
2022
Q3 | $325K | Buy |
1,489
+2
| +0.1% | +$437 | 0.03% | 379 |
|
|
2022
Q2 | $274K | Buy |
+1,487
| New | +$274K | 0.03% | 411 |
|