Catalyst Capital Advisors’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 | $2.63M | Buy |
7,010
+5,300
| +310% | +$1.99M | 0.05% | 102 |
|
|
2025
Q1 | $559K | Hold |
1,710
| – | – | 0.01% | 175 |
|
|
2024
Q4 | $558K | Sell |
1,710
-842
| -33% | -$275K | 0.01% | 185 |
|
|
2024
Q3 | $594K | Sell |
2,552
-618
| -19% | -$144K | 0.01% | 180 |
|
|
2024
Q2 | $885K | Sell |
3,170
-250
| -7% | -$69.8K | 0.02% | 154 |
|
|
2024
Q1 | $904K | Buy |
3,420
+415
| +14% | +$110K | 0.02% | 160 |
|
|
2023
Q4 | $684K | Buy |
+3,005
| New | +$684K | 0.02% | 152 |
|
|
2023
Q2 | – | Sell |
-11,950
| Closed | -$2.42M | – | 348 |
|
|
2023
Q1 | $2.42M | Sell |
11,950
-10,300
| -46% | -$2.08M | 0.07% | 105 |
|
|
2022
Q4 | $4.81M | Sell |
22,250
-750
| -3% | -$162K | 0.16% | 63 |
|
|
2022
Q3 | $5.03M | Sell |
23,000
-550
| -2% | -$120K | 0.19% | 56 |
|
|
2022
Q2 | $4.35M | Sell |
23,550
-1,550
| -6% | -$286K | 0.18% | 68 |
|
|
2022
Q1 | $4.59M | Sell |
25,100
-1,850
| -7% | -$338K | 0.2% | 71 |
|
|
2021
Q4 | $4.31M | Sell |
26,950
-1,550
| -5% | -$248K | 0.2% | 77 |
|
|
2021
Q3 | $4.47M | Sell |
28,500
-1,500
| -5% | -$235K | 0.22% | 69 |
|
|
2021
Q2 | $4.05M | Hold |
30,000
| – | – | 0.2% | 77 |
|
|
2021
Q1 | $4.27M | Buy |
+30,000
| New | +$4.27M | 0.24% | 70 |
|