Coldstream Capital Management’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 | $636K | Sell |
1,697
-4
| -0.2% | -$1.5K | 0.01% | 558 |
|
|
2025
Q1 | $556K | Buy |
1,701
+588
| +53% | +$192K | 0.01% | 562 |
|
|
2024
Q4 | $363K | Sell |
1,113
-70
| -6% | -$22.9K | 0.01% | 735 |
|
|
2024
Q3 | $283K | Sell |
1,183
-189
| -14% | -$45.3K | 0.01% | 866 |
|
|
2024
Q2 | $383K | Buy |
1,372
+14
| +1% | +$3.91K | 0.01% | 665 |
|
|
2024
Q1 | $359K | Buy |
1,358
+323
| +31% | +$85.3K | 0.01% | 686 |
|
|
2023
Q4 | $236K | Buy |
1,035
+137
| +15% | +$31.2K | 0.01% | 817 |
|
|
2023
Q3 | $213K | Sell |
898
-113
| -11% | -$26.9K | 0.01% | 737 |
|
|
2023
Q2 | $220K | Buy |
1,011
+21
| +2% | +$4.57K | 0.01% | 754 |
|
|
2023
Q1 | $200K | Sell |
990
-41
| -4% | -$8.3K | 0.01% | 789 |
|
|
2022
Q4 | $223K | Buy |
+1,031
| New | +$223K | 0.01% | 728 |
|