CCM
Cobalt Capital Management’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,000
| Closed | -$3.92M | – | 32 |
|
|
2024
Q4 | $3.92M | Sell |
12,000
-28,000
| -70% | -$9.14M | 1.63% | 16 |
|
|
2024
Q3 | $9.31M | Buy |
+40,000
| New | +$9.31M | 4.14% | 8 |
|
|
2015
Q2 | – | Sell |
-37,000
| Closed | -$1.62M | – | 75 |
|
|
2015
Q1 | $1.62M | Buy |
+37,000
| New | +$1.62M | 0.17% | 58 |
|