Centiva Capital’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 | – | Sell |
-50,003
| Closed | -$16.4M | – | 1496 |
|
|
2025
Q1 | $16.4M | Buy |
50,003
+48,099
| +2,526% | +$15.7M | 0.49% | 4 |
|
|
2024
Q4 | $622K | Sell |
1,904
-8,963
| -82% | -$2.93M | 0.01% | 493 |
|
|
2024
Q3 | $2.53M | Buy |
+10,867
| New | +$2.53M | 0.05% | 148 |
|
|
2024
Q1 | – | Sell |
-3,909
| Closed | -$890K | – | 1569 |
|
|
2023
Q4 | $890K | Sell |
3,909
-680
| -15% | -$155K | 0.02% | 366 |
|
|
2023
Q3 | $1.09M | Buy |
+4,589
| New | +$1.09M | 0.02% | 326 |
|
|
2021
Q3 | – | Sell |
-5,884
| Closed | -$794K | – | 1108 |
|
|
2021
Q2 | $794K | Buy |
+5,884
| New | +$794K | 0.02% | 391 |
|
|
2021
Q1 | – | Sell |
-5,322
| Closed | -$555K | – | 1056 |
|
|
2020
Q4 | $555K | Buy |
5,322
+414
| +8% | +$43.2K | 0.02% | 277 |
|
|
2020
Q3 | $376K | Sell |
4,908
-6,161
| -56% | -$472K | 0.02% | 307 |
|
|
2020
Q2 | $868K | Buy |
+11,069
| New | +$868K | 0.05% | 110 |
|