Capstone Investment Advisors
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Capstone Investment Advisors’s LPL Financial LPLA Stock Holding History

Capstone Investment Advisors’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,246
Closed -$348K – 1022
2024
Q2 		$348K Buy
1,246
+480
+63% +$134K ﹤0.01% 701
2024
Q1 		$202K Sell
766
-343
-31% -$90.6K ﹤0.01% 1170
2023
Q4 		$252K Buy
1,109
+112
+11% +$25.5K ﹤0.01% 763
2023
Q3 		$237K Buy
+997
New +$237K ﹤0.01% 891