Catalyst Capital Advisors’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 | $2.65M | Buy |
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|
2025
Q2 | $2.63M | Buy |
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|
2025
Q1 | $559K | Hold |
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|
2024
Q4 | $558K | Sell |
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|
2024
Q3 | $594K | Sell |
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|
2024
Q2 | $885K | Sell |
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|
2024
Q1 | $904K | Buy |
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|
2023
Q4 | $684K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.42M | Sell |
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|
2022
Q4 | $4.81M | Sell |
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|
2022
Q3 | $5.03M | Sell |
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|
2022
Q2 | $4.34M | Sell |
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|
2022
Q1 | $4.58M | Sell |
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|
2021
Q4 | $4.31M | Sell |
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|
2021
Q3 | $4.47M | Sell |
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|
2021
Q2 | $4.05M | Hold |
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|
2021
Q1 | $4.26M | Buy |
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