Counterpoint Mutual Funds’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 | $417K | Buy |
+1,111
| New | +$417K | 0.04% | 131 |
|
|
2023
Q2 | – | Sell |
-507
| Closed | -$103K | – | 404 |
|
|
2023
Q1 | $103K | Buy |
+507
| New | +$103K | 0.09% | 250 |
|
|
2022
Q4 | – | Sell |
-500
| Closed | -$109K | – | 374 |
|
|
2022
Q3 | $109K | Buy |
+500
| New | +$109K | 0.27% | 151 |
|
|
2022
Q2 | – | Sell |
-495
| Closed | -$90K | – | 301 |
|
|
2022
Q1 | $90K | Buy |
+495
| New | +$90K | 0.07% | 20 |
|