Crawford Investment Counsel’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 | $1.44M | Sell |
3,849
-1,102
| -22% | -$413K | 0.03% | 195 |
|
|
2025
Q1 | $1.62M | Buy |
4,951
+340
| +7% | +$111K | 0.03% | 190 |
|
|
2024
Q4 | $1.51M | Buy |
4,611
+123
| +3% | +$40.2K | 0.03% | 193 |
|
|
2024
Q3 | $1.04M | Buy |
4,488
+348
| +8% | +$81K | 0.02% | 206 |
|
|
2024
Q2 | $1.16M | Buy |
4,140
+300
| +8% | +$83.8K | 0.02% | 190 |
|
|
2024
Q1 | $1.01M | Sell |
3,840
-140
| -4% | -$37K | 0.02% | 190 |
|
|
2023
Q4 | $906K | Buy |
3,980
+1,050
| +36% | +$239K | 0.02% | 193 |
|
|
2023
Q3 | $696K | Buy |
+2,930
| New | +$696K | 0.02% | 206 |
|