CenterBook Partners’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
Q4
$7.62M Buy
2024
Q2
Sell
2024
Q1
$2.31M Buy
2023
Q4
$970K Sell
2023
Q3
$1.28M Sell
2023
Q2
$1.69M Buy
2023
Q1
Sell
2022
Q4
$363K Buy