Central Trust Company’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 | $134K | Hold |
357
| – | – | ﹤0.01% | 626 |
|
|
2025
Q1 | $117K | Hold |
357
| – | – | ﹤0.01% | 638 |
|
|
2024
Q4 | $117K | Sell |
357
-10
| -3% | -$3.27K | ﹤0.01% | 631 |
|
|
2024
Q3 | $85.4K | Hold |
367
| – | – | ﹤0.01% | 677 |
|
|
2024
Q2 | $103K | Hold |
367
| – | – | ﹤0.01% | 650 |
|
|
2024
Q1 | $97K | Hold |
367
| – | – | ﹤0.01% | 686 |
|
|
2023
Q4 | $83.5K | Sell |
367
-21
| -5% | -$4.78K | ﹤0.01% | 700 |
|
|
2023
Q3 | $92.2K | Buy |
388
+18
| +5% | +$4.28K | ﹤0.01% | 668 |
|
|
2023
Q2 | $80.5K | Hold |
370
| – | – | ﹤0.01% | 702 |
|
|
2023
Q1 | $74.9K | Hold |
370
| – | – | ﹤0.01% | 715 |
|
|
2022
Q4 | $80K | Sell |
370
-21
| -5% | -$4.54K | ﹤0.01% | 690 |
|
|
2022
Q3 | $85K | Hold |
391
| – | – | ﹤0.01% | 686 |
|
|
2022
Q2 | $72K | Hold |
391
| – | – | ﹤0.01% | 706 |
|
|
2022
Q1 | $71K | Hold |
391
| – | – | ﹤0.01% | 749 |
|
|
2021
Q4 | $63K | Buy |
391
+260
| +198% | +$41.9K | ﹤0.01% | 757 |
|
|
2021
Q3 | $21K | Buy |
131
+21
| +19% | +$3.37K | ﹤0.01% | 916 |
|
|
2021
Q2 | $15K | Buy |
110
+80
| +267% | +$10.9K | ﹤0.01% | 944 |
|
|
2021
Q1 | $4K | Sell |
30
-20
| -40% | -$2.67K | ﹤0.01% | 1044 |
|
|
2020
Q4 | $5K | Hold |
50
| – | – | ﹤0.01% | 968 |
|
|
2020
Q3 | $4K | Sell |
50
-20
| -29% | -$1.6K | ﹤0.01% | 960 |
|
|
2020
Q2 | $5K | Buy |
+70
| New | +$5K | ﹤0.01% | 925 |
|