Cookson Peirce & Co’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 | $20.6M | Buy |
54,964
+51,321
| +1,409% | +$19.2M | 0.91% | 32 |
|
|
2025
Q1 | $1.19M | Buy |
+3,643
| New | +$1.19M | 0.06% | 119 |
|
|
2023
Q2 | – | Sell |
-88,370
| Closed | -$17.9M | – | 243 |
|
|
2023
Q1 | $17.9M | Sell |
88,370
-74,218
| -46% | -$15M | 1.15% | 32 |
|
|
2022
Q4 | $35.1M | Buy |
162,588
+975
| +0.6% | +$211K | 2.29% | 9 |
|
|
2022
Q3 | $35.3M | Buy |
161,613
+1,927
| +1% | +$421K | 2.49% | 6 |
|
|
2022
Q2 | $29.5M | Buy |
159,686
+9,050
| +6% | +$1.67M | 2.03% | 11 |
|
|
2022
Q1 | $27.5M | Buy |
150,636
+2,698
| +2% | +$493K | 1.61% | 16 |
|
|
2021
Q4 | $23.7M | Buy |
147,938
+1,461
| +1% | +$234K | 1.32% | 26 |
|
|
2021
Q3 | $23M | Buy |
146,477
+3,532
| +2% | +$554K | 1.4% | 23 |
|
|
2021
Q2 | $19.3M | Buy |
142,945
+3,186
| +2% | +$430K | 1.2% | 27 |
|
|
2021
Q1 | $19.9M | Buy |
+139,759
| New | +$19.9M | 1.3% | 28 |
|