CTC Capital Management’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$233K Sell
1,150
-50
-4% -$10.1K 0.49% 40
2022
Q4
$259K Buy
+1,200
New +$259K 0.3% 68
2022
Q2
Sell
-4,000
Closed -$731K 124
2022
Q1
$731K Buy
+4,000
New +$731K 1.97% 6