Central Pacific Bank - Trust Division’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 | $1.31M | Buy |
3,487
+1,090
| +45% | +$409K | 0.17% | 137 |
|
|
2025
Q1 | $784K | Buy |
2,397
+1,833
| +325% | +$600K | 0.11% | 191 |
|
|
2024
Q4 | $184K | Buy |
564
+318
| +129% | +$104K | 0.02% | 476 |
|
|
2024
Q3 | $57.2K | Sell |
246
-26
| -10% | -$6.05K | 0.01% | 630 |
|
|
2024
Q2 | $76K | Hold |
272
| – | – | 0.01% | 697 |
|
|
2024
Q1 | $72.5K | Buy |
+272
| New | +$72.5K | 0.01% | 700 |
|