Crossmark Global Holdings’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 | $250K | Sell |
666
-10,771
| -94% | -$4.04M | ﹤0.01% | 1178 |
|
|
2025
Q1 | $3.74M | Buy |
11,437
+7,789
| +214% | +$2.55M | 0.07% | 284 |
|
|
2024
Q4 | $1.19M | Sell |
3,648
-4,555
| -56% | -$1.49M | 0.02% | 532 |
|
|
2024
Q3 | $1.91M | Sell |
8,203
-810
| -9% | -$188K | 0.03% | 429 |
|
|
2024
Q2 | $2.52M | Buy |
9,013
+4,838
| +116% | +$1.35M | 0.05% | 354 |
|
|
2024
Q1 | $1.1M | Sell |
4,175
-422
| -9% | -$111K | 0.02% | 584 |
|
|
2023
Q4 | $1.05M | Buy |
4,597
+689
| +18% | +$157K | 0.02% | 582 |
|
|
2023
Q3 | $927K | Sell |
3,908
-421
| -10% | -$99.9K | 0.02% | 593 |
|
|
2023
Q2 | $982K | Sell |
4,329
-2,733
| -39% | -$620K | 0.02% | 593 |
|
|
2023
Q1 | $1.43M | Buy |
7,062
+2,354
| +50% | +$476K | 0.03% | 495 |
|
|
2022
Q4 | $1.02M | Buy |
+4,708
| New | +$1.02M | 0.03% | 564 |
|