Colonial Trust’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 | $216K | Buy |
575
+20
| +4% | +$7.5K | 0.03% | 287 |
|
|
2025
Q1 | $182K | Buy |
555
+50
| +10% | +$16.4K | 0.03% | 310 |
|
|
2024
Q4 | $165K | Buy |
505
+29
| +6% | +$9.46K | 0.02% | 350 |
|
|
2024
Q3 | $111K | Buy |
476
+21
| +5% | +$4.88K | 0.02% | 425 |
|
|
2024
Q2 | $127K | Hold |
455
| – | – | 0.02% | 360 |
|
|
2024
Q1 | $120K | Hold |
455
| – | – | 0.02% | 363 |
|
|
2023
Q4 | $104K | Buy |
455
+398
| +698% | +$90.6K | 0.02% | 388 |
|
|
2023
Q3 | $13.5K | Buy |
57
+33
| +138% | +$7.84K | ﹤0.01% | 663 |
|
|
2023
Q2 | $5.22K | Buy |
+24
| New | +$5.22K | ﹤0.01% | 777 |
|